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President/chief Compliance Officer · RBF Wealth Advisors

Paul T. Fullerton

CRD 4699243 · Named on Form ADV at one SEC-registered adviser

At a glance

RBF Wealth Advisors, an SEC-registered wealth manager based in St. Louis, MO with $716 million in regulatory assets, lists Paul T. Fullerton on its Form ADV as President/chief Compliance Officer, a control person.

Firms and roles

  • RBF Wealth AdvisorsPresident/chief Compliance OfficerWealth manager · St. Louis, MO · $716M in regulatory assets

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 the firm
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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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

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.