Paul Petronelli
Paul Petronelli is a registered investment advisor at Cetera Investment Advisers LLC, based in Taunton, MA, with 27 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
14R Church Green, Taunton, MA, 02780
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is a board member for The Nemasket Group and The Dick Melloni Youth Foundation, spending minimal time on fundraising and planning. Paul also works as an independent insurance agent selling fixed insurance products, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Sagepoint Financial, INC.
The Householder Group, Estate & Retirement Specialists
Sagepoint Financial, INC.Broker
Citistreet Advisors LLC
Citistreet Advisors LLCBroker
Citistreet Equities LLCBroker
State Street Capital Markets, LLCBroker
State Registrations17 states
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