Paul Schrette, financial advisor Coeur d'Alene ID
73 score

Paul Schrette

CRD Number: 1447914
Current Firm: Madison Avenue Securities, LLC

Paul Schrette (CRD# 1447914) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Coeur d'Alene, ID and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Madison Avenue Securities, Inc. Lewiston, ID Aug 2012 - Current 4
Sklf, LLC Lewiston, ID Feb 2007 - Current 10
Schrette & Lee Wealth Management (dba) Lewiston, ID May 2002 - Current 15
Ing Financial Partners Lewiston, ID Nov 2006 - Aug 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2006
S65 NASAA Investment Advisors Law Examination May 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Paul D. Schrette
Phone Number: 888-627-7323
Firm Website: http://www.mas-bd.com
Registered State(s):
  • CA
  • CO
  • ID
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    330
    MILLIONS
  • Total Number of Accounts
    3,611
    ACCOUNTS
  • Average Account Value
    $91,271
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
73

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