Paul William Pietro

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 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

• 09/1979 → 09/2017
  Mid State Ins.AGency Inc.
  Worcester, MA
• 05/1982 → Present
  Midland National Life Ins.
  Sioux Falls, SD
• 03/2002 → Present
  Sigma Planning Corp.
  Worcester, MA
• 08/2014 → Present
  Parkland Securities, Llc
  Ann Arbor, MI

Other Businesses

1. INDEPENDENT INSURANCE AGENT - SELL LIFE, HEALTH, DENTAL AND DISABILITY THROUGH VARIOUS INSURANCE COMPANIES. 2. Director - Bears on Board, Inc., Worcester, MA. Non-profit founded in 2002. Provides teddy bears to policy officers, firefighters, rescue personnel and social workers to give to children in times of crisis. 3. The Hilb Group - sale of employee benefits and insurance. Start date: 9/1/17. Approx. 40 hrs/mo. 4. JESP LLC, Southborough, MA. Manager of commercial real estate property owned by my spouse. Start date: 10/1/25, approx. 2 hrs/mo. INV REL: N

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-01-20

Designations

• Chartered Financial Consultant