Paulson Investment Company, LLC

Paulson Investment Company, LLC (CRD# 5670) is a financial advisory firm headquartered in Chicago, IL. They manage $11,524,724 in 4 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,881,181
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, GA, IL, MA, MD, ME, MO, NE, NY, RI, TX, VA, WA

Financial Advisors at Paulson Investment Company, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Peter R. Fogarty
CRD#: 1889799
3 Hamilton Landing, Suite 260, Novato, CA 94949
93
Wealthminder
score

Peter Fogarty (CRD# 1889799) is an Investment Advisor Representative working at Paulson Investment Company, LLC in Novato, CA and has over 28 years of experience in the finance industry.

2
John A. Nole
CRD#: 1609191
4905 W Laurel Street, Suite 101, Tampa, FL 33607
93
Wealthminder
score

John Nole (CRD# 1609191) is an Investment Advisor Representative working at Paulson Investment Company, LLC in Tampa, FL and has over 30 years of experience in the finance industry.

3
Christopher C. Degroat
CRD#: 2718167
1001 Sw 5th Avenue, Suite 1460, Portland, OR 97204
90
Wealthminder
score

Christopher Degroat (CRD# 2718167) is an Investment Advisor Representative working at Paulson Investment Company, LLC in Portland, OR and has over 21 years of experience in the finance industry.

4
Keith E. Beck
CRD#: 1690201
566 W Adams St, Ste 750, Chicago, IL 60661
83
Wealthminder
score

Keith Beck (CRD# 1690201) is an Investment Advisor Representative working at Paulson Investment Company, LLC in Chicago, IL and has over 28 years of experience in the finance industry.

5
John A. Tarpinian
CRD#: 1013555
West Brookfield, MA
83
Wealthminder
score

John Tarpinian (CRD# 1013555) is an Investment Advisor Representative working at Paulson Investment Company, LLC in West Brookfield, MA and has over 35 years of experience in the finance industry.

6
Daniel Della Rosa
CRD#: 2468171
4905 W Laurel Street, Suite 101, Tampa, FL 33607
59
Wealthminder
score

Daniel Della Rosa (CRD# 2468171) is an Investment Advisor Representative working at Paulson Investment Company, LLC in Tampa, FL and has over 23 years of experience in the finance industry.

7
Matthew D. Albers
CRD#: 2917814
40 Wall Street, 23th Floor, New York, NY 10005
58
Wealthminder
score

Matthew Albers (CRD# 2917814) is an Investment Advisor Representative working at Paulson Investment Company, LLC in New York, NY and has over 18 years of experience in the finance industry.

8
Michael P. Nixon
CRD#: 2169631
40 Wall Street, 23th Floor, New York, NY 10005
38
Wealthminder
score

Michael Nixon (CRD# 2169631) is an Investment Advisor Representative working at Paulson Investment Company, LLC in New York, NY and has over 26 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.