Paul
Baldassari
Thurston Springer Advisors
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About this Advisor
Paul Baldassari is a financial advisor who works out of Indianapolis, Indiana with 1 year of relevant experience. Baldassari is on the advisory team at Thurston Springer Advisors. Over the course of their career, Baldassari has held roles at Summit Financial Group and Summit Brokerage Services. Baldassari maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to operate in District Of Columbia. Thurston Springer Advisors is a firm based out of Indianapolis, IN. The investment advisory business has offices in 23 locations and a total of 67 employees. It handles $1 billion in assets under management between its 3,556 client accounts, making it one of the larger firms in the United States by assets under management. Of its 3,556 customer accounts, just 11% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules usually vary depending on which services are offered. Fee types charged by Thurston Springer Advisors most likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thurston Springer Advisors Brokerage Details
$1,112,976,471
67
3,556
$312,986
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Paul Baldassari Work History
Paul has been registered as a financial advisor for 1 years.*
Summit Financial Group
Summit Brokerage Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Baldassari to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Thurston Springer Advisors
Indianapolis, IN
Indianapolis, IN
Annapolis, MD
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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