Adviser and broker representative · Capital A Wealth Management
Paul J. Kiefer
CRD 269074 · Cranberry Twp., PA
At a glance
Paul J. Kiefer is an investment adviser representative with Capital A Wealth Management in Cranberry Twp., PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Paul’s SEC record dates to 2001, about 25 years ago. Paul is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Capital A Wealth ManagementSince February 2024Cranberry Twp., PA · $613M in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Paul’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.