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Paul David Mardoian

Fairhaven Wealth Management, LLC

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About Paul David Mardoian

Paul Mardoian is a financial advisor with Fairhaven Wealth Management, LLC. Paul has been in the industry since 1989, and has experience in both insurance and financial planning. Paul is a Certified Financial Planner and has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Paul is a member of the National Association of Personal Financial Advisors. Fairhaven Wealth Management, LLC offers a variety of services to its clients, including financial planning, portfolio management, and retirement planning. The firm provides financial advice to individuals, families, and businesses.

Firm Information

Paul Mardoian is currently registered with Fairhaven Wealth Management, LLC. Fairhaven Wealth Management, LLC is an investment advisor registered with the SEC. The firm provides a wide range of services, including financial planning, portfolio management for individuals, pension consulting, and publication of periodicals. Fairhaven Wealth Management manages assets for a diverse client base, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm has a strong track record of managing assets and is committed to providing its clients with exceptional service.
Fairhaven Wealth Management, LLC

104 E. ROOSEVELT ROAD

WHEATON, IL 60187

$699.76M

Assets Under Management

48

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Mardoian’s Registration & Firm History

IL

04/24/2015 - Present

Fairhaven Wealth Management, LLC (GLENVIEW IL)

IL

01/22/2018 - 04/30/2019

TRIAD ADVISORS LLC (Glenview IL)

IL

02/27/2015 - 12/31/2017

TRIAD ADVISORS, INC. (Glenview IL)

IL

07/01/2009 - 02/27/2015

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (GLENVIEW IL)

IL

09/29/2006 - 07/06/2009

QUESTAR CAPITAL CORPORATION (ITASCA IL)

IL

11/05/1997 - 10/02/2006

WATERSTONE FINANCIAL GROUP, INC. (OAK BROOK IL)

IL

10/31/1996 - 11/10/1997

TERRA SECURITIES CORPORATION (SCHAUMBURG IL)

IL

01/22/1996 - 11/04/1996

CAPITAL SECURITIES INVESTMENT CORPORATION (OAK BROOK IL)

MA

02/17/1989 - 01/29/1996

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/17/1989 - 01/29/1996

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/18/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/1997

Series 7 - General Securities Representative Examination

BC

Issued 02/14/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul David Mardoian.
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