Paul D. Chiaro

EAGLE GLOBAL ADVISORS LLC

HOUSTON, TX 77057

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CRD#: 2772403

Professional summary

Paul David Chiaro JR, who also goes by Paul D Chiaro Jr, is a registered financial advisor currently at EAGLE GLOBAL ADVISORS LLC located in Houston, Texas and TERRAFORM WEALTH, LLC located in Houston, Texas.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Paul has worked at 5 firms and has passed the Series 65, Series 63, Series 87, Series 86 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul D Chiaro Jr

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.

Owner of cow calf ranch near Houston. Owner of Energy Research Advisors, an investment consulting firm

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul David Chiaro JR'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

October 8, 2013 - Present

EAGLE GLOBAL ADVISORS LLC

Office #1: 5847 San Felipe Suite 930, Houston, TX 77057

RIA

CRD#: 107306

HOUSTON, TX

Current

April 7, 2023 - Present

TERRAFORM WEALTH, LLC

Office #1: 11200 Westheimer Rd Ste 415, Houston, TX 77042

RIA

CRD#: 325530

Houston, TX

Past

March 26, 1999 - May 15, 2009

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

June 16, 1998 - March 18, 1999

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

October 6, 1997 - April 2, 1998

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

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".

EAGLE GLOBAL ADVISORS LLC

CRD#: 107306 / SEC#: 801-53294

RIA

Registered Investment Advisory firm - (11/14/1996 Approved)

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

Texas
(10/8/2013)

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: 10/8/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/7/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 87

Date: 12/13/2004

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 86

Date: 9/20/2004

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 7

Date: 10/3/1997

General Securities Representative Examination

Current Firm

EAGLE GLOBAL ADVISORS LLC

CRD#: 107306 / SEC#: 801-53294

RIA

Registered Investment Advisory firm - (11/14/1996 Approved)

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Contact information

Main Address

1330 Post Oak Boulevard Suite 3000, Houston, TX 77056

Mailing Address

Phone number

(713) 952-3550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EAGLE GLOBAL ADVISORS FORM ADV PART 2A (8/26/2025)

Regulatory assets under management

Total Number of Accounts	371
AUM (Assets Under Management)	$ 2,461,774,037

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.

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Advisor Monitoring

Firm Stability Insights

Paul D. Chiaro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul David Chiaro JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

TERRAFORM WEALTH, LLC

GOLDMAN SACHS & CO. LLC

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

EAGLE GLOBAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/8/2013

Series 63

Date: 1/7/1998

Series 87

Date: 12/13/2004

Series 86

Date: 9/20/2004

Series 7

Date: 10/3/1997

Current Firm

EAGLE GLOBAL ADVISORS LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EAGLE GLOBAL ADVISORS LLC

TRUST BUT VERIFY

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