PG
CFP
PG
CFP

Paul Gaither

20 Years of Experience
Stamford, CT
BrokerSells Insurance

Paul Gaither is a CFP-designated registered investment advisor, based in Stamford, CT, with 20 years of industry experience.

Location

400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512

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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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Other Business ActivitiesSells Insurance

Paul is the President and a producer at Covenant Wealth Advisors, and also involved with Freedom Street Partners. He also sells whole life insurance through Mass Mutual and owns TAG Properties, a real estate venture.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
March 2024 - Present · 2 yrs 2 mos
Steward Partners Investment Advisory, LLC
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
August 2018 - March 2024 · 5 yrs 7 mos
Raymond James Financial Services, INC.Broker
August 2018 - March 2024 · 5 yrs 7 mos
Ameriprise Financial Services, INC.
April 2013 - August 2018 · 5 yrs 4 mos
Ameriprise Financial Services, INC.Broker
April 2013 - August 2018 · 5 yrs 4 mos
MML Investors Services, LLC
August 2009 - April 2013 · 3 yrs 8 mos
MML Investors Services, LLCBroker
August 2009 - April 2013 · 3 yrs 8 mos
Edward Jones
February 2007 - August 2009 · 2 yrs 6 mos
Edward JonesBroker
October 2005 - August 2009 · 3 yrs 10 mos
State Registrations16 states
AKALCOFLGALAMOMSNCOHPASCSDTNVAWI
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.
Paul Gaither - Financial Advisor | TrueAdvisor