Paulo Financial Advisors, LLC

Paulo Financial Advisors, LLC (CRD# 131943) is a financial advisory firm headquartered in , . They manage $49,565,091 in 99 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://twitter.com/nyc_pfa
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $500,657
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Paulo Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Donnelly, financial advisor Staten Island NY
John B. Donnelly
CRD#: 4722840
1688 Victory Blvd., Suite 200, Staten Island, NY 10314

John Donnelly (CRD# 4722840) is an Investment Advisor Representative working at Paulo Financial Advisors, LLC in Staten Island, NY and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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