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Chief Compliance Officer & Counsel · Certuity, LLC

Paul W. Felsch

CRD 5811362 · Named on Form ADV at 5 SEC-registered advisers

At a glance

Certuity, LLC, an SEC-registered wealth manager based in North Palm Beach, FL with $3.3 billion in regulatory assets, lists Paul W. Felsch on its Form ADV as Chief Compliance Officer & Counsel. The SEC filings also name Paul at 4 other registered advisers.

Firms and roles

AtlasMembers

Paul’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
5 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (12)

7 more people named with Paul on the same filings, with titles and firms. Free in Atlas with a free account.

See all 12 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.