SP
SP

Steven M Paolini

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

35 Kings Highway East, Haddonfield, NJ, 08033

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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

Steven is a partner at Acito & Paolini and an associate at Alera Group and The Ascent Group, spending nearly full-time hours on these activities. He also serves as a board member for Holy Cross Preparatory High School, works as a broker for fixed insurance, and owns a second home.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
The Ascent Group, LLC
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Triad Advisors LLCBroker
February 2023 - August 2024 · 1 yr 6 mos
Ameritas Advisory Services
January 2017 - November 2021 · 4 yrs 10 mos
Ameritas Investment Company, LLCBroker
June 2006 - February 2023 · 16 yrs 8 mos
Carillon Investments, INC.Broker
April 2005 - June 2006 · 1 yr 2 mos
Signator Investors, INC.Broker
April 2003 - April 2005 · 2 yrs
Signator Investors, INC.Broker
March 1998 - February 2003 · 4 yrs 11 mos
State Registrations8 states
DEFLMDNJPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.