Paul Macnamara

REDWOOD FINANCIAL PLANNING

CARLISLE, PA

Some features on this profile are disabled

CRD#: 2703938

Professional summary

Paul Macnamara is a registered financial advisor currently at REDWOOD FINANCIAL PLANNING, LLC located in Carlisle, Pennsylvania.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Paul has worked at 3 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Macnamara'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 17, 2023 - Present

REDWOOD FINANCIAL PLANNING, LLC

RIA

CRD#: 291250

CARLISLE, PA

Past

December 22, 2016 - April 20, 2023

PVG ASSET MANAGEMENT CORP

RIA

CRD#: 105541

Carlisle, PA

Past

January 13, 2009 - December 12, 2016

SIPCO

RIA

CRD#: 134780

SAN ANTONIO, TX

Past

February 2, 2005 - December 31, 2007

SIPCO

RIA

CRD#: 134780

FAYETTVILLE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REDWOOD FINANCIAL PLANNING, LLC

PRO FINANCIAL GROUP LLC | REDWOOD FINANCIAL PLANNING, LLC

CRD#: 291250 / SEC#: 801-127675

RIA

Registered Investment Advisory firm - (4/18/2023 Approved)

New Jersey

Registered Investment Advisory firm - (5/4/2023 Terminated)

New York

Registered Investment Advisory firm - (5/2/2023 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/2/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(3/17/2023)

IAR

Texas
(5/12/2023)

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: 1/5/1996

Uniform Investment Adviser Law Examination

Current Firm

REDWOOD FINANCIAL PLANNING, LLC

PRO FINANCIAL GROUP LLC | REDWOOD FINANCIAL PLANNING, LLC

CRD#: 291250 / SEC#: 801-127675

RIA

Registered Investment Advisory firm - (4/18/2023 Approved)

New Jersey

Registered Investment Advisory firm - (5/4/2023 Terminated)

New York

Registered Investment Advisory firm - (5/2/2023 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/2/2023 Terminated)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1812 Front Street, Scotch Plains, NJ 07076

Mailing Address

Phone number

(908) 663-2125

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - MARCH 31 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,294
AUM (Assets Under Management)	$ 212,777,284

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

Helena, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Paul Macnamara

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

REDWOOD FINANCIAL PLANNING, LLC

PVG ASSET MANAGEMENT CORP

SIPCO

SIPCO

Primary Firm SEC Registration

REDWOOD FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/5/1996

Current Firm

REDWOOD FINANCIAL PLANNING, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REDWOOD FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

Similar Advisors