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Paul Pacheco

26 Years of Experience
New Bedford, MA
Broker

Paul Pacheco is a registered investment advisor at Cetera Investment Advisers LLC, based in New Bedford, MA, with 26 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2796 Acushnet Avenue, New Bedford, MA, 02745

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Paul owns rental real estate property since 2009. He dedicates a few hours per week to this investment-related activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
August 2005 - October 2019 · 14 yrs 2 mos
1st Global Capital CORP.Broker
October 1999 - October 2019 · 20 yrs
State Registrations4 states
FLMAMERI
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.