Paul DigerolamoCRD Number: 2376024
Current Firm: Madison Avenue Securities, LLC
Paul Digerolamo (CRD# 2376024) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 28 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Madison Avenue Securities, LLC||San Diego, CA||Feb 2021 - Current||< 1|
|Parkland Securities||Ann Arbor, MI||Aug 2014 - Feb 2021||6|
|Digerolamo Family Insurance||Norco, CA||Aug 1997 - Feb 2021||23|
|Sammons Securities Company LLC||Ann Arbor, MI||Dec 2007 - Aug 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1993|
|S65||NASAA Investment Advisors Law Examination||Dec 2019|
Total Assets Under Management1,355MILLIONS
Total Number of Accounts9,347ACCOUNTS
Average Account Value$145,003
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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