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Paul Thomasset

13 Years of Experience
Hackensack, NJ
Broker

Paul Thomasset is a registered investment advisor at Wells Fargo Advisors, based in Hackensack, NJ, with 13 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

401 Hackensack Ave, Ste 901, Hackensack, NJ, 07601

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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 Activities

Paul has several outside business activities, including 100% ownership of Paul Thomasset LLC, acting as trustee for multiple 401Ks and family trusts, holding power of attorney for his mother, and volunteering on a financial advisory committee. These activities require minimal time commitment overall.

Employment History
Current Registrations
Wells Fargo Advisors
March 2017 - Present · 9 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Morgan Stanley
April 2013 - March 2017 · 3 yrs 11 mos
Morgan StanleyBroker
March 2013 - March 2017 · 4 yrs
State Registrations16 states
CACOCTFLILMAMDMONCNHNJNYORPAPRTX
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 Thomasset - Financial Advisor | TrueAdvisor