PD
PD

Paul Luis Digerolamo

30 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,252 clients
Average Client Portfolio
$278K average
Assets Under Management
$348.2M

Fee Structure

Minimum Investment:None
Loading...

Location

633 W 5th Street, Suite 1050, Los Angeles, CA, 90071

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Paul works as a financial advisor at FS2 Financial Services, focusing on insurance sales and services. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Kinetic Investment Management, INC.
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Madison Avenue Securities, LLC
February 2021 - November 2022 · 1 yr 9 mos
Madison Avenue Securities, LLCBroker
February 2021 - November 2022 · 1 yr 9 mos
Spc
January 2020 - February 2021 · 1 yr 1 mo
Parkland Securities, LLCBroker
December 2007 - February 2021 · 13 yrs 2 mos
Symetra Investment Services, INC.Broker
September 1997 - January 2008 · 10 yrs 4 mos
Pnmr Securities, INC.Broker
October 1993 - April 1996 · 2 yrs 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Paul Luis Digerolamo - Financial Advisor | TrueAdvisor