Paul E. Kobilka

ALTRUISTIC ADVISOR LLC

East Fallowfield, PA

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CRD#: 1137385

Professional summary

Paul Edward Kobilka, CFP® is a registered financial advisor currently at ALTRUISTIC ADVISOR LLC located in East Fallowfield, Pennsylvania.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Paul has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PAUL KOBILKA RENTAL PROPERTIES; NON INVESTMENT RELATED; 235 FALON LANE, EAST FALLOWFIELD, PA 19320; RENTAL PROPERTIES; OWNER; STARTED 01/1998; APPROXIMATELY 10 HOURS/MONTH DEVOTED TO THE OTHER BUSINESS; 0HOURS /MONTH DEVOTED DURING SECURITIES TRADING HOURS; LEASING OF RENTAL PROPERTIES AND GENERAL MAINTENANCE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Edward Kobilka's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

CRD#: 305

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(4/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/15/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/7/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 7/22/1983

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ALTRUISTIC ADVISOR LLC

CRD#: 329799 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (4/1/2024 Approved)

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Contact information

Main Address

East Fallowfield, PA

Mailing Address

Phone number

(215) 350-5721

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 12,615,476

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Paul E. Kobilka

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Edward Kobilka's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALTRUISTIC ADVISOR LLC

ORIGIN INVESTMENT ADVISORY LLC

BROOKSTONE WEALTH ADVISORS, LLC

MERCER GLOBAL ADVISORS INC.

FORESTERS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/15/2013

Series 63

Date: 7/7/1983

Series 6

Date: 7/22/1983

Current Firm

ALTRUISTIC ADVISOR LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALTRUISTIC ADVISOR LLC

TRUST BUT VERIFY

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