TrueAdvisor
TrueAdvisor
PB
CFP
PB
CFP

Paul Michael Bandurski

Symmetry Partners
25 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Symmetry Partners
Compensation
Fee-Only (AUM)
Firm Size
18 advisors
Number of Clients
10,451 clients
Average Client Portfolio
$547K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee

Location

Warrington, PA

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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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Employment History
Current Registrations
Symmetry Partners
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - September 2024 · 6 yrs 2 mos
Strategic Advisers LLC
June 2012 - July 2018 · 6 yrs 1 mo
Fidelity Brokerage Services LLCBroker
May 2012 - September 2024 · 12 yrs 4 mos
Thrivent Investment Management INC.
January 2008 - May 2012 · 4 yrs 4 mos
Thrivent Investment Management INC.
May 2007 - December 2007 · 7 mos
Thrivent Investment Management INC.Broker
April 2007 - May 2012 · 5 yrs 1 mo
Ameriprise Financial Services, INC.
May 2000 - March 2007 · 6 yrs 10 mos
Ameriprise Financial Services, INC.Broker
May 2000 - March 2007 · 6 yrs 10 mos
Ids Life Insurance CompanyBroker
May 2000 - July 2006 · 6 yrs 2 mos
State Registrations3 states
CTFLPA
Advisor
Exams
No exam information available for this advisor.