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Paul A Dossantos

Milagre Wealth Management, Inc.

White Plains, NY

CRD 2822667

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Employer firm

Milagre Wealth Management, Inc. CRD 309185

$137M regulatory AUM 300 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Milagre Wealth Management, Inc.

120 Bloomingdale Road, Suite 3400, White Plains, NY 10605 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-06
FL RA APPROVED 2020-06-11
OH RA APPROVED 2020-06-01
TX RA APPROVED 2020-06-01
  • NY RA
    APPROVED
    Since 2021-07-06
  • FL RA
    APPROVED
    Since 2020-06-11
  • OH RA
    APPROVED
    Since 2020-06-01
  • TX RA
    APPROVED
    Since 2020-06-01

Branch Locations

120 Bloomingdale Road, Suite 3400, White Plains, NY 10605 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jsk Associates White Plains NY 03/1983 08/2020
International Equity Services, Inc White Plains NY 04/2000 08/2020
Milagre Wealth Management, Inc. Stormville NY 04/2020 Present
  • 03/1983 → 08/2020
    Jsk Associates
    White Plains, NY
  • 04/2000 → 08/2020
    International Equity Services, Inc
    White Plains, NY
  • 04/2020 → Present
    Stormville, NY
Previous Registrations
  • 2016-01-14 → 2020-08-12
    Jsk Associates Inc.
    White Plains, NY
  • 2003-04-02 → 2015-12-31
    Jsk Associates Inc.
    White Plains, NY
Other Businesses

1. Rental property, non-investment related, located at 2340 Piccadilly Circus, Naples, FL 34112, owner, started April 2018, approximately ten non-trading hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-20
S63 Uniform Securities Agent State Law Examination 1996-11-20
  • S65 Uniform Investment Adviser Law Examination
    1999-09-20
  • S63 Uniform Securities Agent State Law Examination
    1996-11-20

View on SEC IAPD

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