Steven M Paolini

Current Employers

Employment History

• 06/2006 → 01/2023
  Ameritas Investment Corp.
  Lincoln, NE
• 01/2008 → Present
  Holy Cross Preparatory Academy
  Delran, NJ
• 05/1998 → Present
  Acito & Paolini
  Haddonfield, NJ
• 06/2006 → Present
  Ameritas Life Insurance
  Lincoln, NE
• 05/2021 → Present
  The Ascent Group, Llc
  Virginia Beach, VA
• 02/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Haddonfield, NJ

Previous Registrations

• 2017-01-04 → 2021-11-16
  Ameritas Investment Company, Llc
  Lincoln, NE
  Haddonfield, NJ
  Wayne, PA
  Freeport, NY

Other Businesses

1) ACITO & PAOLINI POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2007 ADDRESS: 35 Kings Highway, Haddonfield NJ 08033, United States DESCRIPTION: This is a DBA used for marketing 2) ALERA GROUP POSITION: Associate NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/20/2022 ADDRESS: 3 Parkway North, suite 500, Deerfield IL 60035, United States DESCRIPTION: continue to service existing and new clients across multiple business lines 3) THE ASCENT GROUP POSITION: associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/20/2020 ADDRESS: 5029 Corporate Woods, Suite 200, Virginia Beach VA 23462, United States DESCRIPTION: provide investment advice to clients in return for an advisor fee 4) HOLY CROSS PREPARATORY HIGH SCHOOL POSITION: Board Member NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2018 ADDRESS: Route 130, Delran NJ 08075, United States DESCRIPTION: Founding Board Member and current member of the Board and Student Life Chairperson 5) FIXED INSURANCE MULTIPLE CARRIERS POSITION: Broker NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 05/20/2007 ADDRESS: 35 Kings Highway, Haddonfield NJ 08033, United States DESCRIPTION: utilize this business relationship to offer fixed and index annuity outlets to my clients as well as life insurance both term and iul 6) 2520 WESLEY AVENUE POSITION: Owner NATURE: Second Home INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2022 ADDRESS: 2520 Wesley Avenue, Ocean City NJ 08226, United States DESCRIPTION: This is the address/location of my second Home beach house 7) CURATEDRISK LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2026 ADDRESS: 35 Kings Highway, Suite 222, Haddonfield NJ 08033, United States DESCRIPTION: Ownership and Administrative oversight only. I do not solicit, recommend, or sell insurance products through this entity and do not receive commissions, overrides, or referral fees. Insurance production is conducted by licensed insurance agents operating solely in an insurance -only capacity. No securities activities are conducted through the entity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-29
• S63 Uniform Securities Agent State Law Examination
  1998-03-30

Other Names

• Steven Paolini