Adam Paoli is a registered investment advisor, based in Austin, TX, with 20 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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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
Adam is the Founder & Lead Wealth Planner at Coltiva Wealth Planning Partners, where he provides financial advice and recommends various financial products, including insurance. He also works as a Wealth Planner at Kestra Advisory Services LLC, offering investment advisory services and recommending financial products.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations25 states
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