Paul Feldman
Paul Feldman is a registered investment advisor at Cetera Investment Advisers LLC, based in Pittsburgh, PA, with 35 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
681 Andersen Dr Foster Plaza 6 Ste 245, Pittsburgh, PA, 15220
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2016Other Business ActivitiesSells Insurance
Paul operates under the DBA name GCSS since 2016, dedicating minimal time to it. He also works as an insurance agent selling life, health, disability, annuities, and long-term care insurance, spending a few hours per week on this activity since 2017.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
PNC Investments
PNC InvestmentsBroker
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Capital Markets, INC.Broker
PNC Brokerage CORPBroker
PNC Securities CORPBroker
PNC Securities CORPBroker
State Registrations8 states
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.