Paul Gerard Coldagelli

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 04/2014 → Present
  Raymond James Financial Services, Inc.
  New Berlin, WV
• 04/2014 → Present
  Raymond James Financial Services Advisors Inc.
  New Berlin, WI
• 11/2014 → 06/2017
  Banner Life Insurance Company
  Brookfield, WI
• 04/2014 → Present
  Wellspring Personal Funancial Services Llc
  Brookfield, WI

Previous Registrations

• 2000-03-23 → 2014-04-28
  Landaas & Company
  Milwaukee, WI
  Milwaukee, WI

Other Businesses

1) BANNER LIFE INSURANCE COMPANY - BROOKFIELD, WI - 11/20104 TO 06/2017 - NON-VARIABLE INSURANCE - AGENT - SERVE AS AGENT / LIFE INSURANCE INTERMEDIARY IN THE PLACEMENT OF NON-VARIABLE LIFE INSURANCE AND/OR FIXED ANNUITY BUSINESS - 1 HOUR PER MONTH - 1 HOUR DURING TRADING HOURS - INVESTMENT RELATED 2) Name of Business : Wellspring Personal Financial Services LLC Address: Brookfield, WI Nature of the Business: Support Company/DBA (Owner) Position/Title: Owner Investment Related: No Start Date: 04/28/2014 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Manage business profitability and accounting

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-09-01