Paul Shelton is a registered investment advisor, based in Boston, MA, with 22 years of industry experience.
Location
290 Congress Street, Boston, MA, 02210
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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.
Learn about disclosures →Employment History
Current Registrations
Columbia Management Investment Distributors, INC.
May 2010 - Present · 16 yrs
Columbia Management Investment Advisers, LLC
May 2010 - Present · 16 yrs
Columbia Management Investment Distributors, INC.Broker
May 2010 - Present · 16 yrs
Previous Registrations
Columbia Management Advisors, LLC
April 2007 - May 2010 · 3 yrs 1 mo
Columbia Management Advisors, LLC
March 2006 - April 2007 · 1 yr 1 mo
Columbia Management Distributors, INC.Broker
February 2006 - May 2010 · 4 yrs 3 mos
Vanguard Marketing CorporationBroker
March 2004 - January 2006 · 1 yr 10 mos
American Express Financial Advisors, INC.
February 2003 - September 2003 · 7 mos
American Express Financial Advisors INC.Broker
February 2003 - September 2003 · 7 mos
Ids Life Insurance CompanyBroker
February 2003 - September 2003 · 7 mos
State Registrations1 state
MA
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.