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John D
Series 65, Series 66
Staten Island, NY
Paulo Financial Advisors, LLC
John Donnelly is a financial advisor at Paulo Financial Advisors, LLC with Series 65 and Series 66 credentials and four years of industry experience. He has been with Paulo Financial Advisors since 2012. Paulo Financial Advisors is a single-advisor independent registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services, managing approximately $57 million in assets across about three dozen client relationships. Its investment approach combines fundamental analysis and asset allocation with mutual funds, ETFs, model portfolios, and both long- and short-term trading, while also providing retirement plan advisory services under ERISA/IRC fiduciary standards.
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