Paul A. Dossantos
Professional summary
Paul A Dossantos is a registered financial advisor currently at MILAGRE WEALTH MANAGEMENT, INC. located in White Plains, New York.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Paul has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul A Dossantos's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 1, 2020 - Present
MILAGRE WEALTH MANAGEMENT, INC.
Office #1: 120 Bloomingdale Road, Suite 3400, White Plains, NY 10605January 14, 2016 - August 12, 2020
JSK ASSOCIATES INC.
April 2, 2003 - December 31, 2015
JSK ASSOCIATES INC.
October 3, 2000 - August 12, 2020
INTERNATIONAL EQUITY SERVICES, INC.
November 8, 1996 - October 6, 2000
SECURITIES RESOURCE GROUP, LTD.
Primary Firm SEC Registration
MILAGRE WEALTH MANAGEMENT, INC.
CRD#: 309185 / SEC#: 801-118821
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/11/2020)
(7/6/2021)
(6/1/2020)
(6/1/2020)
Exams
Current Firm
MILAGRE WEALTH MANAGEMENT, INC.
CRD#: 309185 / SEC#: 801-118821
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 384 |
| AUM (Assets Under Management) | $ 11,448,363,333 |
Red Flags
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