Paul
Wolf

Wolf Money Management, Inc

CRD#2549939
Investment Advisor
in Ronkonkoma, NY

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About this Advisor

Paul Wolf is a certified financial planner who works in Ronkonkoma, New York who has 7 years of relevant experience. Wolf is currently employed by Wolf Money Management, Inc. They have worked at Wolf Money Management, Inc for their total career. Wolf has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Florida, New York and Texas. Wolf Money Management, Inc is a financial advisory business that has its headquarters in Ronkonkoma, NY. It has offices in three locations and just three financial advisors. It handles $50 million in assets between its 247 client accounts, placing it among the smaller investment advisory firms in the country by assets under management. Of its 247 accounts, 18% are held by high-net-worth clients who have greater than $1 million in assets. Wolf Money Management, Inc offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice largely are based on which services are provided. Fee types billed by Wolf Money Management, Inc likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

3505 Veterans Memorial Hwy Suite P
Ronkonkoma, NY 11779

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Wolf Money Management, Inc Brokerage Details

Total Assets Under Management

$50,294,417

NY Average: $7,464,549,021
Total Number of Employees

3

NY Average: 88
Total Number of Accounts

247

NY Average: 3,892
Average Account Size

$203,621

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Paul Wolf Work History

Paul has been registered as a financial advisor for 7 years.*

2003 - Present (21 years)

Wolf Money Management, 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 Wolf 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 Wolf Money Management, Inc

Paul Wolf
Ronkonkoma, NY
Steven Wolf
Ronkonkoma, 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.

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