AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
PF

Paul J. Ferraro

HINES PRIVATE WEALTH SOLUTIONS LLC
New York, NY 10014
Some features on this profile are disabled
CRD#: 2479671
PF

Professional summary


Paul James Ferraro, who also goes by Paul J Ferraro, Paul J Ferraro, Paul Ferraro, is a registered financial professional currently at HINES PRIVATE WEALTH SOLUTIONS LLC located in New York, New York.

Paul is registered as a RR (Registered Representative) and started their career in finance in 1994. Paul has worked at 11 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Paul J Ferraro | Paul J Ferraro | Paul Ferraro

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) - BD


Click below to view Paul James Ferraro's CRS (Customer Relationship Summary).
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®
None

Experience


Current

March 4, 2024 - Present

HINES PRIVATE WEALTH SOLUTIONS LLC

Office #1: 345 Hudson Street 12th Floor, New York, NY 10014
BD
CRD#: 128145
New York, NY
Past

January 3, 2022 - January 31, 2024

TCG CAPITAL MARKETS L.L.C.

BD
CRD#: 291767
NEW YORK, NY
Past

January 10, 2020 - December 31, 2021

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
New York, NY
Past

May 21, 2015 - January 10, 2020

TCG SECURITIES, L.L.C.

BD
CRD#: 154788
NEW YORK, NY
Past

July 25, 2014 - April 24, 2015

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
New York, NY
Past

September 16, 2011 - July 29, 2014

TCG SECURITIES, L.L.C.

BD
CRD#: 154788
NEW YORK, NY
Past

January 19, 2010 - July 27, 2011

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

June 1, 2009 - January 19, 2010

MORGAN STANLEY

BD
CRD#: 149777
PITTSBURG, PA
Past

February 25, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
PITTSBURG, PA
Past

October 15, 2002 - March 25, 2004

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

BD
CRD#: 487
CHARLOTTE, NC
Past

October 1, 2000 - December 12, 2000

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

March 13, 1996 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC
Past

October 24, 1994 - May 24, 1995

PNC BROKERAGE CORP

BD
CRD#: 34671
PITTSBURGH, PA
Past

June 24, 1994 - July 19, 1994

L.C. WEGARD & CO., INC.

BD
CRD#: 3722
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(3/4/2024)
RR
Alaska
(3/4/2024)
RR
Arizona
(3/4/2024)
RR
Arkansas
(3/4/2024)
RR
California
(3/4/2024)
RR
Colorado
(3/4/2024)
RR
Connecticut
(3/4/2024)
RR
Delaware
(3/4/2024)
RR
District of Columbia
(3/4/2024)
RR
Florida
(3/4/2024)
RR
Georgia
(3/4/2024)
RR
Hawaii
(3/4/2024)
RR
Idaho
(3/4/2024)
RR
Illinois
(3/4/2024)
RR
Indiana
(3/4/2024)
RR
Iowa
(3/4/2024)
RR
Kansas
(3/4/2024)
RR
Kentucky
(3/4/2024)
RR
Louisiana
(3/4/2024)
RR
Maine
(3/4/2024)
RR
Maryland
(3/4/2024)
RR
Massachusetts
(3/4/2024)
RR
Michigan
(3/4/2024)
RR
Minnesota
(3/4/2024)
RR
Mississippi
(3/4/2024)
RR
Missouri
(3/4/2024)
RR
Montana
(3/4/2024)
RR
Nebraska
(3/4/2024)
RR
Nevada
(3/4/2024)
RR
New Hampshire
(3/4/2024)
RR
New Jersey
(3/4/2024)
RR
New Mexico
(3/4/2024)
RR
New York
(3/4/2024)
RR
North Carolina
(3/4/2024)
RR
North Dakota
(3/4/2024)
RR
Ohio
(3/5/2024)
RR
Oklahoma
(3/4/2024)
RR
Oregon
(3/4/2024)
RR
Pennsylvania
(3/4/2024)
RR
Puerto Rico
(3/4/2024)
RR
Rhode Island
(3/4/2024)
RR
South Carolina
(3/4/2024)
RR
South Dakota
(3/4/2024)
RR
Tennessee
(3/4/2024)
RR
Texas
(3/4/2024)
RR
Utah
(3/4/2024)
RR
Vermont
(3/4/2024)
RR
Virginia
(3/4/2024)
RR
Washington
(3/4/2024)
RR
West Virginia
(3/4/2024)
RR
Wisconsin
(3/4/2024)
RR
Wyoming
(3/4/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 10/31/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


HP
HINES PRIVATE WEALTH SOLUTIONS LLC
HINES PRIVATE WEALTH SOLUTIONS LLC | HINES SECURITIES, INC. | HINES REAL ESTATE SECURITIES, INC. | HINES REAL ESTATE INVESTMENTS, INC.

CRD#: 128145 / SEC#: , 8-66096

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
845 Texas Avenue Suite 3300, Houston, TX 77002
Mailing Address
845 Texas Avenue Suite 3300, Houston, TX 77002
Phone number
(888) 446-3773
Established
Delaware since 03/28/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
HINES RETAIL SECURITIES LLCOWNER
CARUSO, JOHN ARMONDMANAGING DIRECTOR, MANAGER5524146
FERRARO, PAUL JAMESSENIOR MANAGING DIRECTOR - HEAD OF PRIVATE WEALTH SOLUTIONS, MANAGER, CEO2479671
FOGG, RICHARD MATTHEW JRMANAGING DIRECTOR - SHAREHOLDER SERVICES AND OPERATIONS; ANTI-MONEY LAUNDERING COMPLIANCE OFFICER; SECRETARY AND TREASURER2669807
HILL, LERONICA CARRIETTACHIEF COMPLIANCE OFFICER; EXECUTIVE REPRESENTATIVE; ASSISTANT SECRETARY4936282
HUSSEIN, SHAUN RPRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER5193143

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


HINES PRIVATE WEALTH SOLUTIONS LLC

CRD#: 128145New York, NY 10014

TRUST BUT VERIFY

Monitor Paul Ferraro

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics