Paul Joseph Messiter

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

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

Current Employers

United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2016-02-03
MI	RA	APPROVED	2015-05-18

TX RA
APPROVED

Since 2016-02-03
MI RA
APPROVED

Since 2015-05-18

Branch Locations

5340 Plymouth Rd Ste 107, Ann Arbor, MI 48105 • 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

Organization	City	State	From	To
United Capital Financial Advisors, Llc	Irving	TX	05/2015	Present

05/2015 → Present

United Capital Financial Advisors, Llc

Irving, TX

Previous Registrations

2010-04-07 → 2015-05-15

Stancorp Investment Advisers, Inc.

Ann Arbor, MI
2006-06-16 → 2008-11-25

Tisch Investment Advisory Inc

Ann Arbor, MI

Other Businesses

I AM AN INSURANCE AGENT, LICENSED FOR LIFE INSURANCE, HEALTH INSURANCE AND/OR ANNUITY LINES OF BUSINESS WITH UNITED CAPITAL RISK MANAGEMENT. I MAY RECEIVE COMPENSATION FROM INSURANCE COMPANIES FOR THE SALES OF INSURANCE PRODUCTS TO CLIENTS OR OTHER INDIVIDUALS.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1992-01-30

S63 Uniform Securities Agent State Law Examination

1992-01-30

Designations

Certified Financial Planner

Other Names

Paul Joseph Messiter
Paul J Messiter
Paul Joseph Messiter

View on SEC IAPD