Paul Staab is a CFA-designated registered investment advisor, based in West Conshohocken, PA, with 7 years of industry experience.
Location
300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA, 19428-2998
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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
Previous Registrations
Hirtle, Callaghan & CO., LLC
December 2018 - December 2025 · 7 yrs
State Registrations1 state
PA
Advisor
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Exams
No exam information available for this advisor.