Paul Alexander Michaluk

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 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:

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

Current Employers

Employment History

• 03/2016 → 06/2024
  Securities America Inc
  Jericho, NY
• 03/2016 → 06/2024
  Securities America Advisors
  Jericho, NY
• 06/2024 → 11/2024
  Osaic Wealth, Inc.
  Jericho, NY
• 06/2024 → 11/2024
  Osaic Wealth, Inc.
  Jericho, NY
• 11/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 11/2024 → Present
  Full Spectrum Financial Solutions
  Jericho, NY

Previous Registrations

• 2024-06-14 → 2024-11-06
  Osaic Wealth, Inc.
  Jericho, NY
• 2016-03-15 → 2024-06-14
  Securities America Advisors, Inc.
  Jericho, NY
• 2010-07-01 → 2015-12-31
  Morgan Stanley
  Jericho, NY
  Jericho, NY
  Garden City, NY
• 2007-12-03 → 2010-07-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY

Other Businesses

1. Fixed insurance sales; as of 10/21/2024; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner of rental property located in Little River, SC, as of 1998; 0% time spent during business hours; Not conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-20

Other Names

• Paul Michaluk
• Paul Alexander Michaluk
• Paul A Michaluk