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Paul Stramberg

28 Years of Experience
Rochelle Park, NJ
BrokerSells Insurance

Paul Stramberg is a registered investment advisor at Cetera Investment Advisers LLC, based in Rochelle Park, NJ, with 28 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

336 W. Passaic Street, 4th Floor, Rochelle Park, NJ, 07662

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Paul is a CPA providing tax preparation services since 1981, dedicating about 10-20% of his time to this. He also sells health insurance through Benefit Solutions and owns rental real estate, spending minimal time on each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2007 - Present · 18 yrs 8 mos
Cetera Financial Specialists LLCBroker
October 2005 - Present · 20 yrs 7 mos
Cetera Financial Specialists LLC
October 2005 - Present · 20 yrs 7 mos
Previous Registrations
C. J. M. Planning CORP.Broker
December 1997 - October 2005 · 7 yrs 10 mos
State Registrations5 states
FLMDNJNYPA
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.
Paul Stramberg - Financial Advisor | TrueAdvisor