Paul McClatchy, financial advisor Paoli PA

Paul McClatchy

CRD Number: 1958921
Current Firm: Planning Capital Management Corp.

Paul McClatchy (CRD# 1958921) is an Investment Advisor Representative working at Planning Capital Management Corp. in Paoli, PA and has over 30 years of experience in the finance industry. Paul McClatchy has taken additional exams to become a Certified Financial Planner (CFP®).

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Professional Designations
Company Name Location Dates Years
Sterling Investment Advisors Ltd. Berwyn, PA Jan 2014 - Aug 2019 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination Nov 1997
Contact Info for Paul C. McClatchy
Phone Number: 215-709-5100
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    313
    MILLIONS
  • Total Number of Accounts
    868
    ACCOUNTS
  • Average Account Value
    $360,891
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, FL, NC, NE, NJ, PA, SC, VA

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