PE
PE

Paulson Edum

7 Years of Experience
Concord, NH
1 DisclosureBroker

Paulson Edum is a registered investment advisor at Cetera Investment Advisers LLC, based in Concord, NH, with 7 years of industry experience. Paulson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

46 South Main Street, Suite 5, Concord, NH, 03301

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 2023
Other Business Activities

Paulson is a financial professional at Globe Wealth Management, dedicating full-time hours to financial services. He also serves as Treasurer for the NAACP Manchester Branch, a non-profit organization, spending minimal time on this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2025 - Present · 1 yr 4 mos
Cetera Advisors LLCBroker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Esi Financial Advisors
November 2024 - January 2025 · 2 mos
Equity Services, INC.Broker
November 2023 - January 2025 · 1 yr 2 mos
Fidelity Personal and Workplace Advisors
January 2020 - August 2023 · 3 yrs 7 mos
Fidelity Brokerage Services LLCBroker
October 2019 - August 2023 · 3 yrs 10 mos
Fidelity Brokerage Services LLCBroker
January 2017 - March 2018 · 1 yr 2 mos
State Registrations23 states
CACOCTDEFLINMAMDMEMIMONCNHNJNYPARISCTXUTVAWAWY
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.