Chief Executive Officer, Managing Member · Principle Wealth
Robert S. Paolucci
CRD 4292225 · Named on Form ADV at one SEC-registered adviser
At a glance
Principle Wealth, an SEC-registered wealth manager based in Madison, CT with $3.2 billion in regulatory assets, lists Robert S. Paolucci on its Form ADV as Chief Executive Officer, Managing Member, a control person.
Firms and roles
- Principle WealthChief Executive Officer, Managing MemberWealth manager · Madison, CT · $3.2B in regulatory assets
AtlasMembers
Robert’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
- Locked
- 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
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Colleagues named on the same filings
- Michael J. CastielloChief Compliance Officer, Principle Wealth
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.