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Domenic A Paolo

Raymond James & Associates, Inc.

Beachwood, OH

CRD 7782960

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-02-14
  • OH RA
    APPROVED
    Since 2024-02-14

Branch Locations

3300 Enterprise Parkway Suite 200, Beachwood, OH 44122 • 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
Raymond James & Associates Inc. Beachwood OH 08/2023 Present
Avery Dennison Mentor OH 06/2017 08/2023
Hiram College Hiram OH 08/2013 06/2017
  • 08/2023 → Present
    Beachwood, OH
  • 06/2017 → 08/2023
    Avery Dennison
    Mentor, OH
  • 08/2013 → 06/2017
    Hiram College
    Hiram, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-12
  • S66 Uniform Combined State Law Examination
    2024-02-12

View on SEC IAPD

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