Paul Joseph Nolte

CFA

Murphy & Sylvest

16 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningBusiness OwnersHigh Net Worth

Murphy & Sylvest

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

415 clients

Average Client Portfolio

$913K average

Assets Under Management

$379.0M

Fee Structure

Minimum Investment:None

Location

13760 Noel Road, Suite 300, Dallas, TX, 75240

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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.

Employment History

Current Registrations

Murphy & Sylvest

January 2023 - Present · 3 yrs 1 mo

Previous Registrations

Kingsview Wealth Management, LLC

February 2014 - February 2023 · 9 yrs

Dearborn Partners L.L.C.

April 2010 - May 2014 · 4 yrs 1 mo

Hinsdale Associates

September 2009 - November 2013 · 4 yrs 2 mos

State Registrations3 states

ILNCTX

Advisor

Exams

No exam information available for this advisor.