PS
CFP
PS
CFP

Paul Sterzinger

18 Years of Experience
Winter Park, FL
Broker

Paul Sterzinger is a CFP-designated registered investment advisor, based in Winter Park, FL, with 18 years of industry experience.

Location

6960 Aloma Ave, Winter Park, FL, 32792

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Paul is the CFO and Sous Chef for Tommy's Kitchen LLC, a restaurant that also sells sauces, spices, and apparel. He spends about 10-30% of his time working on the growth of the brand and performing the duties of a Sous Chef.

Employment History
Current Registrations
Kingswood Capital Partners, LLCBroker
January 2024 - Present · 2 yrs 4 mos
Kingswood Wealth Advisors, LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Level Four Financial, LLCBroker
January 2021 - June 2023 · 2 yrs 5 mos
Level Four Advisory Services
January 2020 - June 2023 · 3 yrs 5 mos
LPL Financial LLCBroker
January 2020 - December 2020 · 11 mos
Edward Jones
August 2012 - January 2020 · 7 yrs 5 mos
Edward JonesBroker
June 2012 - January 2020 · 7 yrs 7 mos
Suntrust Investment Services, INC.Broker
May 2009 - June 2012 · 3 yrs 1 mo
PFS Investments INC.Broker
November 2000 - November 2002 · 2 yrs
State Registrations5 states
FLINNCOKWI
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.