PS
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Paul Schiebelhuth

54 Years of Experience
Plainview, NY
3 DisclosuresBroker

Paul Schiebelhuth is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Plainview, NY, with 54 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

255 Executive Drive, Suite 100, Plainview, NY, 11803

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 1992
Settled
Customer Dispute
September 1992
Settled
Regulatory
November 1991
Final
Other Business Activities

Paul is the Vice President of Paul Louis Financial Management, a support company. He dedicates minimal time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2021 - Present · 4 yrs 9 mos
Raymond James Financial Services, INC.Broker
December 1999 - Present · 26 yrs 5 mos
Previous Registrations
Prudential Securities IncorporatedBroker
September 1993 - November 1999 · 6 yrs 2 mos
Dean Witter Reynolds INC.Broker
December 1978 - August 1993 · 14 yrs 8 mos
Butcher & Singer INC.Broker
August 1975 - January 1980 · 4 yrs 5 mos
Edwards & HanlyBroker
May 1971 - September 1975 · 4 yrs 4 mos
State Registrations23 states
CACOCTDEFLGAILINKYMAMDMTNCNJNYOHORPASCTNTXVAWV
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.