Paul Stuart Rapello
Professional Summary
Paul Stuart Rapello is a registered financial advisor currently at WAVECREST SECURITIES LLC located in Brentwood, Tennessee. Paul is registered as a RR (Registered Representative) and started their career in finance in 1987. Paul has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, Series 62, Series 79TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
Years of Experience
18 years in the financial services industry
Current & Past Employments
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
Current Firm
WAVECREST SECURITIES LLC
Contact Information
Main Address
205 Powell Place, Brentwood, TN 37027Mailing Address
205 Powell Place, Brentwood, TN 37027Phone Number
(917) 667-5256Established
Delaware since 12/02/2011Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (13 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
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.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
State Registrations and Notice Filings
(8/17/2021)
(3/18/2013)
(6/10/2020)
(3/5/2026)
(11/17/2016)
(7/29/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 62 — Corporate Securities Limited Representative Examination
Passed Jan 2023Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
CRS (Client Relationship Summary) - BD
Click below to view Paul Stuart Rapello's CRS (Customer Relationship Summary).
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
