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Kip Nathan Paulson

Paulson Private Wealth LLC

Norwalk, CT

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Current Employers
Paulson Private Wealth Llc

Norwalk, CT • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-01-15
  • CT RA
    APPROVED
    Since 2025-01-15

Branch Locations

Norwalk, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cantor Fitzgerald & Co. New York NY 06/2012 11/2017
Merrill/Bank Of America Santa Barbara CA 02/2018 08/2021
Unemployed Westport CT 12/2017 01/2018
Ubs Financial Services Inc Santa Barbara CA 08/2021 05/2024
Paulson Private Wealth Llc Norwalk CT 10/2024 Present
Unemployed Westport CT 06/2024 09/2024
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-29
S63 Uniform Securities Agent State Law Examination 2009-06-29
  • S65 Uniform Investment Adviser Law Examination
    2018-03-29
  • S63 Uniform Securities Agent State Law Examination
    2009-06-29
Designations
Other Names
  • Kip Nathan Paulson
  • Kip Paulson

View on SEC IAPD

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