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Paul P. Gutekunst

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CRD#: 1207017
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paul P Gutekunst, who also goes by Paul Philip Gutekunst, Paul Phillip Gutekunst, was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1983. Paul had worked at 17 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Paul Philip Gutekunst | Paul Phillip Gutekunst

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 23, 2018 - October 15, 2018

NORTH SOUTH CAPITAL, LLC

BD
CRD#: 148158
New York, NY
Past

November 14, 2016 - April 30, 2018

TRIBAL CAPITAL MARKETS, LLC

BD
CRD#: 38901
ORLANDO, FL
Past

April 27, 2016 - October 12, 2016

CG CAPITAL MARKETS, LLC

BD
CRD#: 35513
New York, NY
Past

May 16, 2013 - October 30, 2015

GREAT PACIFIC SECURITIES

BD
CRD#: 29251
COSTA MESA, CA
Past

January 30, 2012 - May 20, 2013

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
NEW YORK, NY
Past

February 23, 2011 - January 18, 2012

CASTLEOAK SECURITIES, LP

BD
CRD#: 125334
NEW YORK, NY
Past

July 26, 2010 - February 24, 2011

ALADDIN CAPITAL LLC

BD
CRD#: 103766
STAMFORD, CT
Past

November 24, 2009 - July 8, 2010

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
NEW YORK, NY
Past

February 25, 2008 - November 17, 2009

MURIEL SIEBERT & CO., LLC

BD
CRD#: 5376
NEW YORK, NY
Past

April 2, 2007 - March 13, 2008

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

January 17, 1995 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
NEW YORK, NY
Past

May 24, 1993 - January 23, 1995

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

October 21, 1988 - May 28, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

July 24, 1987 - December 21, 1988

W.J. NOLAN & COMPANY, INC.

BD
CRD#: 16465
NEW YORK, NY
Past

June 23, 1986 - July 20, 1987

BREAN MURRAY & CO., INC.

BD
CRD#: 7541
Past

June 6, 1986 - June 25, 1986

EAST COAST SECURITIES GROUP, INC.

BD
CRD#: 16248
Past

December 21, 1983 - August 25, 1986

FIRST UNITED FUND,LTD.

BD
CRD#: 14426

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/15/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


NS
NORTH SOUTH CAPITAL, LLC
NORTH SOUTH CAPITAL, LLC

CRD#: 148158 / SEC#: , 8-67979

Illinois
Registered Investment Advisory firm - SEC (2/13/2009 Approved)
Indiana
Registered Investment Advisory firm - SEC (8/18/2009 Approved)
Texas
Registered Investment Advisory firm - SEC (8/7/2009 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
321 West Maple Street Suite 100, New Lenox, IL 60451-4409
Mailing Address
321 West Maple Street Suite 201, New Lenox, IL 60451
Phone number
(312) 445-5400
Established
Illinois since 06/20/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
8

FINRA licenses (19 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
OTT, JANE KARPINSKIMANAGING MEMBER/PRESIDENT1979000
ODONNELL, CHRISTOPHER LCCO/FINOP/CFO3010853
VASIL, AARONVICE PRESIDENT4534079

Regulatory assets under management


Total Number of Accounts136
AUM (Assets Under Management)$ 25,887,891

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


NORTH SOUTH CAPITAL, LLC

CRD#: 148158

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