Paul Conforti is a CFP-designated registered investment advisor, based in Manasquan, NJ, with 30 years of industry experience.
Location
229 East Main St., Manasquan, NJ, 08736
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul works as an Investment Advisor Representative (IAR) for Mariner Wealth Advisors, providing wealth management services. He also works as an insurance agent and is a registered representative with MSEC, LLC, dedicating minimal time to insurance sales and full-time hours to MSEC.
Employment History
Current Registrations
Msec, LLCBroker
Mariner Wealth
Previous Registrations
Mariner Wealth Advisors
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Housen Financial Group, INC.
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Kidder, Peabody & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations16 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.