Member and COO · Retirement Researcher, LLC
Paula B. Friedman
CRD 5439229 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Retirement Researcher, LLC, an SEC-registered asset manager based in Tysons, VA with $0 in regulatory assets, lists Paula B. Friedman on its Form ADV as Member and COO, a control person. The SEC filings also name Paula at 1 other registered adviser.
Firms and roles
- Retirement Researcher, LLCMember and COOAsset manager · Tysons, VA · $0M in regulatory assets
- McLean Asset Management Corp.Managing Principal and CEOWealth manager · Tysons, VA · $994M in regulatory assets
AtlasMembers
Paula’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
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Alejandro MurguiaMember and CCO, Retirement Researcher, LLC
- Dean T. UmemotoMember, Retirement Researcher, LLC
- Wade D. PfauMember, Retirement Researcher, LLC
- Jessica N. WunderPrincipal, Retirement Researcher, LLC
- Karen C. UmemotoShareholder, McLean Asset Management Corp.
1 more person named with Paula on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paula’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.