Kip Nathan Paulson

Employer firm

Paulson Private Wealth LLC CRD 333973

$6.27M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 11/2017
  Cantor Fitzgerald & Co.
  New York, NY
• 02/2018 → 08/2021
  Merrill/Bank Of America
  Santa Barbara, CA
• 12/2017 → 01/2018
  Unemployed
  Westport, CT
• 08/2021 → 05/2024
  Ubs Financial Services Inc
  Santa Barbara, CA
• 10/2024 → Present
  Paulson Private Wealth Llc
  Norwalk, CT
• 06/2024 → 09/2024
  Unemployed
  Westport, CT

Previous Registrations

• 2021-08-19 → 2024-05-21
  Ubs Financial Services Inc.
  Santa Barbara, CA
• 2018-04-02 → 2021-08-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Barbara, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-29
• S63 Uniform Securities Agent State Law Examination
  2009-06-29

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Kip Nathan Paulson
• Kip Paulson