Paul
Restante
Onegroup Wealth Partners, Inc
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About this Advisor
Paul Restante is a chartered financial consultant based in Bradenton, Florida. Restante is currently employed by Onegroup Wealth Partners, Inc. Throughout their career, they have worked at Invest Financial Corporation, Lpl Financial LLC, Onegroup Wealth Partners, Inc and Community Bank, Na Trust Division. Restante holds Series 63 and Series 66 licenses, designating them as a securities representative, and is able to advise clients in Florida. Onegroup Wealth Partners, Inc is a registered investment firm based in Syracuse, NY. The firm has offices in five locations and a total of six employees. It administers $37 million in assets between its 78 accounts, making it one of the smaller investment advisory firms in the nation by assets under management. Of its 78 customer accounts, 32% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Onegroup Wealth Partners, Inc performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically vary depending on which services the firm provides the client. Fee types billed by Onegroup Wealth Partners, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Onegroup Wealth Partners, Inc Brokerage Details
$37,204,573
6
78
$476,982
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Paul Restante Work History
Paul has been registered as a financial advisor for 0 years.*
Onegroup Wealth Partners, Inc
Lpl Financial LLC
Community Bank, Na Trust Division
Invest Financial Corporation
*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 Restante 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 Onegroup Wealth Partners, Inc
Bradenton, FL
Savage, MN
Bradenton, FL
Orlando, FL
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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