Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Perillo is an investment advisor representative registered with SVB Wealth. Paul is a veteran financial professional with over 18 years of experience in the securities industry. Prior to joining SVB Wealth, Paul held roles at several prominent financial institutions, including J.P. Morgan Securities LLC, HSBC Securities (USA) Inc., and UBS Financial Services Inc. Paul specializes in providing financial planning, wealth management, and investment advisory services to a diverse clientele. He is dedicated to helping individuals and families achieve their financial goals and build a secure future.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Planned giving, family office, wealth planning
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
05/23/2024 - Present
SVB Wealth (New York NY)
NY
12/02/2021 - 12/31/2023
SVB INVESTMENT SERVICES INC. (New York NY)
NY
09/20/2019 - 12/03/2021
HSBC SECURITIES (USA) INC. (NEW YORK NY)
CT
02/10/2015 - 05/14/2019
J.P. MORGAN SECURITIES LLC (Greenwich CT)
NY
11/07/2014 - 12/12/2014
T3 TRADING GROUP, LLC (NEW YORK NY)
NY
06/11/2014 - 11/07/2014
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
NY
02/23/2009 - 06/25/2012
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
06/02/2003 - 02/27/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 12/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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