Paolo SaggeseCRD Number: 7418193
Current Firm: Primerica Advisors
Paolo Saggese (CRD# 7418193) is an Investment Advisor Representative working at Primerica Advisors in Middletown, NY and has 1 year of experience in the finance industry.
Oppenheimer & Company Inc.
J.p. Morgan Securities LLC
|Pfs Investments Inc.||Middletown, NY||Aug 2021 - Current||< 1|
|Primerica Financial Services||Middletown, NY||Oct 2020 - Current||1|
|Paolo Saggese Dmd Pllc||New York, NY||Nov 2014 - Current||7|
|Community Dental||New York, NY||Jun 2014 - Mar 2015||< 1|
|810 Dental Associates||New York, NY||Sep 2013 - Sep 2014||1|
|City Dental Associates||New York, NY||Oct 2013 - Jun 2014||< 1|
|Woodhull Medical Center||New York, NY||Jul 2012 - Jun 2013||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
|S63||Uniform Securities State Law Examination||Sep 2021|
Total Assets Under Management7,114MILLIONS
Total Number of Accounts49,061ACCOUNTS
Average Account Value$145,001
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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