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Paul Edward Baldassari

Thurston Springer Advisors

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About Paul Edward Baldassari

Paul Edward Baldassari is an investment advisor representative currently affiliated with Thurston Springer Advisors. Paul has worked in the financial services industry since December 1998. Paul has been licensed in District of Columbia as an Investment Advisor Representative since April 1, 2022. Paul has previously been affiliated with Summit Brokerage Services, Inc., Wachovia Securities Financial Network, LLC, SunTrust Securities, Inc., Crestar Securities Corporation and Prudential Securities Incorporated. Paul holds a Series 63, 66 and 24 license. Paul has taken the SIE exam.

Firm Information

Paul Baldassari is currently registered with Thurston Springer Advisors. Thurston Springer Advisors is an Indianapolis, Indiana-based investment advisor with approximately $1 billion - $10 billion in assets under management. They offer a range of services including financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. They serve a variety of clients, including high net worth individuals, corporations, and individuals other than high net worth. Their client base includes a significant number of individuals, and they also provide advisory services to charitable organizations. Thurston Springer Advisors participates in wrap fee programs.
Thurston Springer Advisors

9000 KEYSTONE CROSSING

INDIANAPOLIS, IN 46240

$3.96B

Assets Under Management

Not reported

Total Clients

77

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Baldassari’s Registration & Firm History

IN

01/27/2025 - Present

Thurston Springer Advisors (INDIANAPOLIS IN)

DC

12/08/2004 - 11/02/2018

SUMMIT BROKERAGE SERVICES, INC. (WASHINGTON DC)

MO

02/28/2003 - 12/16/2004

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)

GA

05/26/2000 - 03/03/2003

SUNTRUST SECURITIES, INC. (ATLANTA GA)

VA

01/10/2000 - 05/26/2000

CRESTAR SECURITIES CORPORATION (RICHMOND VA)

NY

12/23/1998 - 01/05/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/18/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/20/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Paul Edward Baldassari. Review regulatory record here.
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