Paul
Pedretti
Signature Securities
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About this Advisor
Paul Pedretti is a certified financial planner who works in Brooklyn, New York with 5 years of relevant experience. Pedretti is currently employed by Signature Securities. The advisor has gained experience at Signature Securities Group Corp./Signature Bank, Hsbc Securities (Usa) Inc and Hsbc Bank Usa N.A. Pedretti maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to serve investors in Colorado, Delaware, Florida, New Jersey and New York. Signature Securities is a company headquartered in New York, NY. The investment advisory business has offices in 16 locations and a total of 46 financial advisors. It administers $940 million in total assets across its 2,026 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm provides services to five charities and foundations. Of its 2,026 customer accounts, just 13% belong to high-net-worth clients who have at least $1 million in investable assets. Signature Securities offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice vary depending on the type of financial services offered. However, fee types charged by Signature Securities typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Signature Securities Brokerage Details
$939,906,760
46
2,026
$463,922
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Paul Pedretti Work History
Paul has been registered as a financial advisor for 5 years.*
Signature Securities Group Corp./Signature Bank
Signature Securities Group Corp./Signature Bank
Hsbc Bank Usa N.A
Hsbc Securities (Usa) Inc
*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 Pedretti 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 Signature Securities Group Corp
New York, NY
Garden City, NY
Brooklyn, NY
Brooklyn, NY
New York, NY
New York, NY
Great Neck, NY
New York, NY
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.
