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Paul W Rold

SRS Capital Advisors, LLC

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About Paul W Rold

Paul W. Rold is a financial advisor with over 28 years of experience in the financial services industry. Paul is currently registered with SRS Capital Advisors, LLC and Cedrus LLC in Colorado. Paul is a Certified Financial Planner and a Chartered Financial Consultant. Paul has extensive experience in providing financial planning and investment management services to individuals, families, and businesses.

Firm Information

Paul Rold is currently registered with SRS Capital Advisors, LLC. SRS Capital Advisors, LLC is an investment advisor with a main office in Denver, CO. The firm has 25 licensed agents and 38 investment adviser representatives. SRS Capital Advisors, LLC manages approximately $2.81 billion in assets and provides advisory services to a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans. They offer financial planning, portfolio management for individuals, and publication of periodicals, among other services.
SRS Capital Advisors, LLC

730 17TH STREET

DENVER, CO 80202

$2.81B

Assets Under Management

Not reported

Total Clients

17

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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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.

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seminars

Seminars

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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percentage of assets

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

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Paul Rold’s Registration & Firm History

CO

12/09/2024 - Present

SRS Capital Advisors, LLC (Littleton CO)

CO

01/18/1994 - 06/03/2021

EQUITABLE ADVISORS, LLC (LAKEWOOD CO)

NY

01/18/1994 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/12/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/16/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/2024

Series 24 - General Securities Principal Examination

BC

Issued 01/11/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/11/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/1998

Series 7 - General Securities Representative Examination

BC

Issued 01/17/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Paul W Rold. Review regulatory record here.
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