Paul Restante
Paul Restante is a ChFC-designated registered investment advisor at Nottingham Wealth Partners, INC., based in Syracuse, NY, with 38 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142 clients with $80M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nottingham Wealth Partners offers investment management through a wrap fee program. This means the fee you pay includes the cost of trading and other administrative expenses. The maximum annual fee is 2.00% of the value of your investments. This fee is calculated by LPL Financial and deducted from your account each quarter. The exact fee you pay may vary depending on factors such as the amount of assets invested, the complexity of your situation, and the level of service you need. You'll also pay expenses charged by the mutual funds and exchange-traded funds (ETFs) you invest in.
Location
333 Butternut Dr., Syracuse, NY, 13214
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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
Paul is involved with Community Investment Services Inc. regarding non-variable insurance since 2018, and also as a DBA for LPL business, dedicating full-time hours to this. He also provides investment advisory services through OneGroup Wealth Partners, spending a few hours per week on this activity.
Employment History
Current Registrations
Nottingham Wealth Partners, INC.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Community Investment Services, INC.Broker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations5 states
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.