Paul
Sansonette
Symphony Financial Services, Inc
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About this Advisor
Paul Sansonette is a financial advisor who works in Akron, Ohio with 14 years of industry experience. Sansonette is on the advisory team at Symphony Financial Services, Inc. Throughout their career, they have worked at Linsco/Private Ledger Corp and Symphony Financial Services, Inc. Sansonette is registered to serve investors in Ohio. Symphony Financial Services, Inc is a registered investment company based in Akron, OH. It controls $292 million in total assets among its 1,272 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm provides services to three charitable organizations. Of its 1,272 client accounts, just 11% belong to high-net-worth investors who have more than $1 million in assets available to invest. Symphony Financial Services, Inc provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice largely vary depending on which services the firm provides the client. Fees billed by Symphony Financial Services, Inc can include asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Symphony Financial Services, Inc Brokerage Details
$292,002,783
10
1,272
$229,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Paul Sansonette Work History
Paul has been registered as a financial advisor for 14 years.*
Symphony Financial Services, Inc
Linsco/Private Ledger Corp
*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 Sansonette 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 Symphony Financial Services, Inc
Akron, OH
Akron, OH
Akron, OH
Akron, OH
Akron, OH
Akron, OH
Akron, OH
Akron, OH
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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