Paul
Saltaformaggio

Hibernia Wealth Partners, LLC

CRD#4599534
Investment Advisor
in Baton Rouge, LA

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About this Advisor

Paul Saltaformaggio is a financial advisor based in Baton Rouge, Louisiana with 1 year of industry experience. Saltaformaggio is currently employed by Hibernia Wealth Partners, LLC. Over the course of their career, they have held roles at Capital One Investments, LLC, Capital One, N.A, Capital One Investment Services Corporation, Capital One Sharebuilder, Inc, Sharebuilder 401K, Lpl Financial LLC, Stratos Wealth Partners and Hibernia Wealth Management. Saltaformaggio holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California, Louisiana and Texas. Hibernia Wealth Partners, LLC is a registered investment firm operating out of Baton Rouge, LA. The company has offices in five locations and a total of 11 financial advisors. It oversees $219 million in total assets among its 864 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm advises four charitable organizations. Of its 864 customer accounts, just 11% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules usually are based on which service is provided. However, fees billed by Hibernia Wealth Partners, LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6700 Jefferson Hwy. Building 4, Suite B
Baton Rouge, LA 70806

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Hibernia Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$219,194,262

LA Average: $486,181,852
Total Number of Employees

11

LA Average: 13
Total Number of Accounts

864

LA Average: 722
Average Account Size

$253,697

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Paul Saltaformaggio Work History

Paul has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Hibernia Wealth Management

2016 - Present (8 years)

Lpl Financial LLC

2016 - 2022 (6 years)

Stratos Wealth Partners

2015 - 2016 (1 year)

Capital One Sharebuilder, Inc

2015 - 2016 (1 year)

Sharebuilder 401K

2008 - 2016 (8 years)

Capital One Investment Services Corporation

2006 - 2016 (10 years)

Capital One Investments, LLC

2006 - 2016 (10 years)

Capital One, N.A

*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 Saltaformaggio 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 Hibernia Wealth Partners, LLC

Kerry Broderick
Allston, MA
Taylor West
Baton Rouge, LA
Elizabeth Yoder
Edgewater, MD
Robert Kestyn
Baton Rouge, LA
Paul Saltaformaggio
Baton Rouge, LA
Jonathan Smith
Baton Rouge, LA
John Windham
Baton Rouge, LA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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