Paul Baldassari, financial advisor Washington DC
93 score

Paul Baldassari

CRD Number: 3155338
Current Firm: Summit Financial Group Inc.

Paul Baldassari (CRD# 3155338) is an Investment Advisor Representative working at Summit Financial Group Inc. in Washington, DC and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Financial Group Washington, DC Dec 2004 - Current 12
Summit Brokerage Services Washington, DC Dec 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Mar 2003
Contact Info for Paul E. Baldassari
Phone Number: 561-338-2600
Registered State(s):
  • DC
  • FL
By the Numbers
  • Total Assets Under Management
    1,671
    MILLIONS
  • Total Number of Accounts
    8,086
    ACCOUNTS
  • Average Account Value
    $206,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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