Paul Atala

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2013 → 08/2025
  Citigroup Global Marekets Inc
  New York, NY
• 08/2025 → Present
  Raymond James & Associates Inc.
  New York, NY

Previous Registrations

• 2013-04-25 → 2025-09-12
  Citigroup Global Markets Inc.
  New York, NY
  East Brunswick, NJ
  New York, NY
  Greenwich, CT
  Long Island City, NY
  New York, NY
  New York, NY
  New York, NY
  Long Island City, NY
  New York, NY
  New York, NY
  New York, NY
  Uniondale, NY
  New York, NY
  Fort Mill, SC
  Fort Lee, NJ
  Fairfield, CT
• 2012-10-01 → 2013-04-12
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
• 2010-10-14 → 2012-10-01
  Chase Investment Services Corp.
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Other Businesses

(1) Name of Business: Bontala Enterprises Address: 222 Post Rd, Fairfield, CT, 06824, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 09/04/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I help run the back office part of the restaurant .

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-13
• S63 Uniform Securities Agent State Law Examination
  2008-10-10

Other Names

• Paul Nehme Atallah