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Stephen Charles Paul

Wick Capital Partners, LLC

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About Stephen Charles Paul

Stephen Charles Paul is a Certified Financial Planner™ professional with over 10 years of experience in the financial industry. Stephen is currently registered with Wick Capital Partners, LLC in Pennsylvania. Stephen has experience in providing investment advice and financial planning to high-net-worth individuals and other investors. Stephen is also a licensed Certified Public Accountant (CPA) and has experience in providing tax compliance and consulting services. Stephen provides financial planning and investment advice to individuals, and also offers tax compliance and consulting services.

Firm Information

Stephen Paul is currently registered with Wick Capital Partners, LLC. Wick Capital Partners, LLC is an investment advisor located in WAYNE, PA, United States. The firm has 9 investment adviser representatives and manages approximately $430,425,208 in regulatory assets under management. Wick Capital Partners, LLC provides financial planning, pension consulting, and portfolio management for individuals. They primarily serve high-net-worth individuals and individuals other than high-net-worth individuals.
Wick Capital Partners, LLC

150 N. RADNOR CHESTER ROAD

WAYNE, PA 19087

$430.43M

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Stephen Paul’s Registration & Firm History

PA

04/10/2019 - Present

Wick Capital Partners, LLC (WAYNE PA)

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Licenses & Designations

IA

Issued 04/12/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Charles Paul.
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