Joseph Pauldine, financial advisor Palm Beach FL

Joseph Pauldine

CRD Number: 5047769
Current Firm: Cypress Capital Group

Joseph Pauldine (CRD# 5047769) is an Investment Advisor Representative working at Cypress Capital Group in Palm Beach, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cypress Capital Group, Inc. Palm Beach, FL Apr 2004 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2005
Contact Info for Joseph C. Pauldine
Phone Number: 561-659-5889
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    165
    MILLIONS
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $1,185,155
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL, NY

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