Paula Luciani, financial advisor Southport CT

Paula Luciani

CRD Number: 1705680
Current Firm: Charter Research & Investment Group Inc.

Paula Luciani (CRD# 1705680) is an Investment Advisor Representative working at Charter Research & Investment Group Inc. in Southport, CT and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Nutmeg Securities, Ltd. Fairfield, CT Jan 1989 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1987
Contact Info for Paula M. Luciani
Phone Number: 203-259-4004
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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