PM
PM
Paul Marrero
28 Years of Experience
West Nyack, NY
1 DisclosureBroker
Paul Marrero is a registered investment advisor at Wells Fargo Advisors, based in West Nyack, NY, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
2 Crosfield Ave, Ste 105, West Nyack, NY, 10994
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2017Settled
Other Business Activities
Paul owns Palisades Wealth Management, which is investment-related. This requires a full-time commitment.
Employment History
Current Registrations
Wells Fargo Advisors
April 2016 - Present · 10 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
LPL Financial LLC
May 2012 - April 2016 · 3 yrs 11 mos
LPL Financial LLCBroker
May 2012 - April 2016 · 3 yrs 11 mos
Hsbc Securities (USA) INC.
April 2009 - May 2012 · 3 yrs 1 mo
Hsbc Securities (USA) INC.Broker
April 2009 - May 2012 · 3 yrs 1 mo
Allstate Distributors, L.L.C.Broker
May 2006 - March 2009 · 2 yrs 10 mos
Nfb Investment Services CORP.Broker
January 2005 - May 2006 · 1 yr 4 mos
North Fork Financial Advisors LLC
May 2004 - May 2006 · 2 yrs
Greenpoint Securities LLCBroker
February 2004 - January 2005 · 11 mos
Essex National Securities, INC.Broker
June 2000 - February 2004 · 3 yrs 8 mos
The Dreyfus Service CorporationBroker
August 1998 - March 2000 · 1 yr 7 mos
Nylife Distributors INC.Broker
June 1997 - September 1998 · 1 yr 3 mos
Diversified Investors Securities CORP.Broker
October 1996 - March 1997 · 5 mos
State Registrations10 states
CAFLMENCNJNYPARISCVA
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.