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Paige Sumner Sanfelippo

Valeo Financial Advisors, LLC

Carmel, IN

CRD 7129176

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Employer firm

Valeo Financial Advisors, LLC CRD 127132

$13.0B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Valeo Financial Advisors, Llc

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-12-20
  • IN RA
    APPROVED
    Since 2022-12-20

Branch Locations

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • 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
Lafayette Highschool Wildwood MO 08/2014 05/2018
Corner Bar And Grill Ellisville MO 12/2015 08/2018
Depauw University Greencastle IN 11/2018 05/2022
Allstar Dodge Jeep Ram Bridgeton MO 05/2020 08/2020
Ubs Financial Services Chesterfield MO 05/2019 08/2019
Valeo Financial Advisors, Llc Carmel IN 08/2020 06/2022
Valeo Financial Advisors, Llc Carmel IN 06/2022 Present
Unemployed Greencastle IN 08/2018 11/2018
  • 08/2014 → 05/2018
    Lafayette Highschool
    Wildwood, MO
  • 12/2015 → 08/2018
    Corner Bar And Grill
    Ellisville, MO
  • 11/2018 → 05/2022
    Depauw University
    Greencastle, IN
  • 05/2020 → 08/2020
    Allstar Dodge Jeep Ram
    Bridgeton, MO
  • 05/2019 → 08/2019
    Ubs Financial Services
    Chesterfield, MO
  • 08/2020 → 06/2022
    Valeo Financial Advisors, Llc
    Carmel, IN
  • 06/2022 → Present
    Valeo Financial Advisors, Llc
    Carmel, IN
  • 08/2018 → 11/2018
    Unemployed
    Greencastle, IN
Designations
  • Certified Financial Planner
Other Names
  • Paige Sanfelippo

View on SEC IAPD

Nearby Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.

Nearby Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY

Nearby Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN

More in Carmel, IN

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