Paul Raymond Hakel

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 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

• 11/1981 → 10/2018
  Ubs Financial Services Inc.
  Erie, PA
• 12/2018 → Present
  Mid Atlantic Capital Corporation
  Erie, PA
• 11/2018 → Present
  Mid Atlantic Financial Management, Inc
  Pittsburgh, PA
• 11/2021 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2018-12-20 → 2021-11-01
  Mid Atlantic Financial Management, Inc.
  Erie, PA
  Pittsburgh, PA
  Erie, PA
• 1994-01-26 → 2018-11-08
  Ubs Financial Services Inc.
  Erie, PA
  Erie, PA

Other Businesses

1)HAKEL FABRIZIO FINANCIAL GROUP~INVESTMENT RELATED~1001 STATE STREET, SUITE 1400 ERIE, PA 16501~WEALTH MANAGEMENT~PARTNER/SENIOR VP WEALTH MANAGEMENT~DECEMBER 2018~200HRS PER MONTH~130HRS PER MONTH DURING MARKET~INVESTMENT ADVISOR AND FINANCIAL PLANNER - - - - - - - - - - - - - 2)FIXED INSURANCE SALES~NON INVESTMENT RELATED~1001 STATE STREET, SUITE 1400 ERIE, PA 16501~FIXED INSURANCE SALES~AGENT~APRIL 1982~2HRS PER MONTH~2HRS PER MONTH DURING MARKET~FIXED INSURANCE SALES TO POTENIAL CLIENTS

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-26
• S63 Uniform Securities Agent State Law Examination
  1982-01-29

Designations

• Certified Financial Planner