Paul Conte is a registered investment advisor at Cetera Investment Advisers LLC, based in Kingston, NY, with 18 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
212 Fair Street, Kingston, NY, 12401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul provides tax, accounting, and consulting services at Gagnon & Associates, dedicating a full-time commitment to this role. He also serves as Assistant to the Executive Director at Military Assoc. of New York, spending a few hours per week, and is a partner at Hudson Valley Financial Advisors, spending about 10-20% of his time on financial services, planning, and investments.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.Broker
L.C. Wegard & CO., INC.Broker
State Registrations9 states
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