PM
ChFC
PM
ChFC

Paul Monaco

22 Years of Experience
Hunt Valley, MD
Broker

Paul Monaco is a ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Hunt Valley, MD, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

226 Schilling Cir, Ste 270, Hunt Valley, MD, 21031-8657

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2026 - Present · 3 mos
Raymond James & Associates, INC.
February 2026 - Present · 3 mos
Previous Registrations
Empower Financial Services, INC.Broker
October 2025 - February 2026 · 4 mos
Empower Advisory Group, LLC
October 2025 - February 2026 · 4 mos
Morgan Stanley
April 2024 - June 2025 · 1 yr 2 mos
Morgan StanleyBroker
March 2024 - June 2025 · 1 yr 3 mos
Vanguard Marketing CorporationBroker
July 2011 - August 2014 · 3 yrs 1 mo
Vanguard Marketing CorporationBroker
January 1995 - August 2008 · 13 yrs 7 mos
PFS Investments INC.Broker
December 1990 - February 1995 · 4 yrs 2 mos
State Registrations1 state
MD
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.