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Paul Michael Bandurski

Paul M. Bandurski

SYMMETRY PARTNERS | Vice President, Financial Consultant
WARRINGTON, PA
Some features on this profile are disabled
CRD#: 4192035
Paul Michael Bandurski

Professional summary

Paul Michael Bandurski, CFP® is a registered financial advisor currently at SYMMETRY PARTNERS located in Warrington, Pennsylvania.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Paul has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

I partner with my clients to understand their financial situation and goals. I educate my clients on their financial options, helping them navigate those options that will work toward achieving their financial goals.
top-8-questions

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Tax Planning
Investment Planning
Insurance Planning
What is your minimum asset requirement?
1
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 Michael Bandurski'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®
CFP®

Certified Financial Planner

Start date: 2011

Education

University of Texas - Arlington

Bachelor of Science (BS) - Biology

1998

Experience

Current

November 29, 2024 - Present

SYMMETRY PARTNERS

RIA
CRD#: 120982
WARRINGTON, PA
Past

July 13, 2018 - September 24, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

June 1, 2012 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
WARRINGTON, PA
Past

May 30, 2012 - September 24, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WARRINGTON, PA
Past

January 22, 2008 - May 23, 2012

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
FURLONG, PA
Past

May 3, 2007 - December 31, 2007

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
FURLONG, PA
Past

April 30, 2007 - May 23, 2012

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
FURLONG, PA
Past

May 31, 2000 - March 20, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
CHICAGO, IL
Past

May 23, 2000 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

May 23, 2000 - March 20, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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".
SP
SYMMETRY PARTNERS
CAIRN WEALTH ADVISORS | SYMMETRY PARTNERS,LLC DBA NELSON HUTSON FINANCIAL GROUP | SYMMETRY PARTNERS, LLC. | SYMMETRY PARTNERS, LLC | SYMMETRY PARTNERS | STRATEGIC PARTNERS WEALTH MANAGEMENT | STRATEGIC PARTNERS LLC | EVENTUM WEALTH MANAGEMENT, LLC

CRD#: 120982 / SEC#: 801-61342

RIA
Registered Investment Advisory firm - (7/26/2002 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
Connecticut
(11/29/2024)
IAR
Florida
(10/28/2025)
IAR
Pennsylvania
(11/29/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/30/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/22/2000
General Securities Representative Examination

Current Firm

SP
SYMMETRY PARTNERS
CAIRN WEALTH ADVISORS | SYMMETRY PARTNERS,LLC DBA NELSON HUTSON FINANCIAL GROUP | SYMMETRY PARTNERS, LLC. | SYMMETRY PARTNERS, LLC | SYMMETRY PARTNERS | STRATEGIC PARTNERS WEALTH MANAGEMENT | STRATEGIC PARTNERS LLC | EVENTUM WEALTH MANAGEMENT, LLC

CRD#: 120982 / SEC#: 801-61342

RIA
Registered Investment Advisory firm - (7/26/2002 Approved)
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Contact information

Main Address
151 National Drive, Glastonbury, CT 06033
Mailing Address
Phone number
(860) 734-2000
Established
Firm type
Fiscal year end
# of Employees
53

SEC notice filing (51 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SYMMETRY PARTNERS, LLC FORM ADV PART 2 3/23 (9/8/2025)

Regulatory assets under management

Total Number of Accounts13,224
AUM (Assets Under Management)$ 5,718,728,103

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

SYMMETRY PARTNERS

Vice President, Financial ConsultantCRD#: 120982Warrington, PA

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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