Paolo Francesco Marchetti
AIF®Professional Summary
Paolo Francesco Marchetti, AIF®, who also goes by Paul Francesco Marchetti, is a registered financial advisor currently at 401K ENGINEERS INC. located in Tracy, California. Paolo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Paolo has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Paul Francesco Marchetti
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
35 years in the financial services industry
Current & Past Employments
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Current Firm
401K ENGINEERS | 401K ENGINEERS INC.
Contact Information
Main Address
120 E 12th St, Tracy, CA 95376Phone Number
(916) 600-1892# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
181AUM (Assets Under Management)
$45,250,000Similar Advisors
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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.
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State Registrations and Notice Filings
(2/28/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Oct 2000About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Oct 2000About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Paolo Francesco Marchetti's CRS (Customer Relationship Summary).
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