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Paul Steven Plemenos

MRA Advisory Group

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About Paul Steven Plemenos

Paul Steven Plemenos is a financial advisor with MRA Advisory Group located in Parsippany, NJ. Paul has been in the financial services industry since 1997. Before joining MRA Advisory Group, Paul worked at Ameriprise Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC. Paul is registered to provide investment advisory services in New Jersey.

Firm Information

Paul Plemenos is currently registered with MRA Advisory Group. MRA Advisory Group is an investment advisor based in Parsippany, NJ with $246,036,289 in regulatory assets under management. The firm primarily works with high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans. The firm offers a wide range of services, including financial planning, portfolio management for individuals, and educational seminars.
MRA Advisory Group

3799 US HIGHWAY 46

PARSIPPANY, NJ 07054

$246.04M

Assets Under Management

Not reported

Total Clients

8

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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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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percentage of assets

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

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Paul Plemenos’s Registration & Firm History

NJ

10/03/2018 - Present

MRA Advisory Group (PARSIPPANY NJ)

NJ

07/15/2015 - 06/02/2017

AMERIPRISE FINANCIAL SERVICES, INC. (PARSIPPANY NJ)

NJ

06/25/2010 - 07/07/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPARTA NJ)

NJ

05/05/2003 - 06/28/2010

WELLS FARGO ADVISORS, LLC (ROCKAWAY NJ)

NY

09/29/1997 - 05/06/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 10/07/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 09/27/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 4 public disclosures for Paul Steven Plemenos. Review regulatory record here.
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