A complete list of active advisors currently associated with Paulo Financial Advisors, LLC
Warmer can help you find a great advisor at Paulo Financial Advisors, LLC or one who fits your needs even better.
Paulo Financial Advisors is a single-advisor registered investment adviser serving individuals (including high net worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary and non-discretionary investment management, financial planning, and limited consulting services to roughly three dozen client relationships with approximately $57 million in assets under management. The firm’s investment process combines fundamental analysis and asset-allocation work with use of mutual funds and ETFs (the brochure notes a tilt toward index funds), model portfolios, and both long- and short-term trading as appropriate. Paulo Financial may also use margin, put options for hedging, and block trading where feasible, monitors accounts on a continuous basis, and conducts at least quarterly reviews with custodial statements provided by the custodian. Noteworthy for a solo independent adviser, Paulo Financial accepts and advises retirement plan clients and provides pension/profit-sharing plan services, acting as a fiduciary under ERISA/IRC rules when advising retirement accounts. The firm also documents a policy allowing certain non‑strategy assets to remain in client accounts (included in account value for fee calculation but not actively managed unless agreed), which may be relevant to clients with illiquid holdings.
To learn more about the advisors currently working at Paulo Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Staten Island, NY
| 5
|
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