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Stephen Charles Paul

Wick Capital Partners, LLC

Wayne, PA

CRD 7097538

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Employer firm

Wick Capital Partners, LLC CRD 299194

$930M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Wick Capital Partners, Llc

150 N. Radnor Chester Road Suite A225, Wayne, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-04-10
  • PA RA
    APPROVED
    Since 2019-04-10

Branch Locations

150 N. Radnor Chester Road Suite A225, Wayne, PA 19087 • 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
Wick Capital Partners, Llc Philadelphia PA 01/2019 Present
Zeiders Enterprises, Inc. Philadelphia PA 09/2017 Present
Self Ewing NJ 06/2016 Present
  • 01/2019 → Present
    Philadelphia, PA
  • 09/2017 → Present
    Zeiders Enterprises, Inc.
    Philadelphia, PA
  • 06/2016 → Present
    Self
    Ewing, NJ
Other Businesses

STEPHEN C. PAUL, CPA 100 Campus Town Circle Suite 103 BOX 2010 Ewing, NJ 08638 SELF-EMPLOYED ACCOUNTANT PROVIDING TAX COMPLIANCE AND CONSULTING BEGAN 06/2016 NOT INVESTMENT RELATED LESS THAN 10 HOURS PER MONTH OUTSIDE OF TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-04-12
  • S65 Uniform Investment Adviser Law Examination
    2013-04-12
Designations
  • Certified Financial Planner

View on SEC IAPD

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