Investment adviser representative · Truesdell Wealth, Inc.
Paul G. Truesdell
CRD 1564086 · Ocala, FL
At a glance
Paul G. Truesdell is an investment adviser representative with Truesdell Wealth, Inc. in Ocala, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Paul’s SEC record dates to 1997, about 29 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Truesdell Wealth, Inc.Since August 2015Ocala, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1997 (29 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 65
- Registered in
- 8 states
- Also a broker representative
- No
- 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
- 5 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.