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Paul Francis Vermilya

Compass Investment Advisers, LLC

Portland, OR

CRD 1235866

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Employer firm

Compass Investment Advisers, LLC CRD 131933

$111M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Compass Investment Advisers, Llc

4475 Sw Scholls Ferry Rd Suite 270, Portland, OR 97225-1958 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-10-29
WA RA APPROVED 2024-09-13
  • OR RA
    APPROVED
    Since 2024-10-29
  • WA RA
    APPROVED
    Since 2024-09-13

Branch Locations

4475 Sw Scholls Ferry Rd Suite 270, Portland, OR 97225-1958 • 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
OrganizationCityStateFromTo
Compass Investment Advisers, Llc Portland OR 05/2004 Present
Previous Registrations
  • 2003-03-17 → 2004-05-05
    Coldstream Wealth Management
    Portland, OR
  • 1998-03-18 → 2003-03-12
    Western Pacific Investment Advisers Inc
    Portland, OR
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-03-24
  • S63 Uniform Securities Agent State Law Examination
    1994-03-24

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.

Nearby Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR

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