PC
ChFC
PC
ChFC

Paul John Cella

34 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
580 clients
Average Client Portfolio
$439K average
Assets Under Management
$254.4M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

2273 Research Blvd, Suite 101, Rockville, MD, 20850-3264

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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 ActivitiesSells Insurance

Paul is an investment advisor representative (IAR) with Reutemann Financial Solutions. He also sells fixed insurance products, property and casualty insurance, and fixed annuities/life insurance, and acts as a referral source for various planning and administration services. Some of these activities take a few hours per week, while his IAR role is nearly full-time.

Employment History
Current Registrations
League Capital Markets
April 2023 - Present · 2 yrs 10 mos
League Capital MarketsBroker
April 2023 - Present · 2 yrs 10 mos
Research Financial Strategies
February 2021 - Present · 5 yrs
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2021 - April 2023 · 2 yrs 2 mos
International Assets Investment Management, LLC
January 2016 - February 2021 · 5 yrs 1 mo
International Assets Investment Management, LLC
March 2015 - December 2015 · 9 mos
International Assets Advisory, LLCBroker
March 2015 - February 2021 · 5 yrs 11 mos
NFP Advisor Services, LLC
June 2007 - March 2015 · 7 yrs 9 mos
NFP Advisor Services, LLCBroker
June 2007 - March 2015 · 7 yrs 9 mos
Northwestern Mutual Investment Services,llc
February 2005 - June 2007 · 2 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
November 1991 - June 2007 · 15 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
November 1991 - January 2002 · 10 yrs 2 mos
State Registrations10 states
AZDCFLINMNNJNMNYOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.