Paula C. Gunter

ARIA WEALTH PARTNERS

CHARLOTTESVILLE, VA 22903

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CRD#: 4495768

Professional summary

Paula Christine Gunter is a registered financial advisor currently at ARIA WEALTH PARTNERS located in Charlottesville, Virginia.

Paula is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Paula has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

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.

In addition to fees received for investment advisory services, Paula Gunter receives additional compensation for licensed insurance and annuity sales and revenue where she spends less than 5 hours a month (during business hours). Insurance sales are investment-related, and processed in the name of Paula Gunter at the office of Aria Wealth Partners. She has been licensed to sell insurance since May 2002.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paula Christine Gunter'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

January 22, 2025 - Present

ARIA WEALTH PARTNERS

Office #1: 505 Faulconer Drive Suite 2a, Charlottesville, VA 22903

RIA

CRD#: 334270

CHARLOTTESVILLE, VA

Past

February 17, 2021 - January 22, 2025

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

CHARLOTTESVILLE, VA

Past

February 17, 2021 - January 22, 2025

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

CHARLOTTESVILLE, VA

Past

January 2, 2013 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

January 2, 2013 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

December 5, 2006 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

RIA

CRD#: 6255

CHARLOTTESVILLE, VA

Past

December 5, 2006 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

CRD#: 6255

CHARLOTTESVILLE, VA

Past

March 29, 2006 - September 29, 2006

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

CHARLOTTESVILLE, VA

Past

March 21, 2006 - September 29, 2006

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

CHARLOTTESVILLE, VA

Past

June 30, 2005 - March 21, 2006

BB&T ASSET MANAGEMENT, INC.

RIA

CRD#: 108443

RALEIGH, NC

Past

March 26, 2002 - December 31, 2004

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

CHARLOTTE, 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".

ARIA WEALTH PARTNERS

ARIA WEALTH PARTNERS | ARIA WEALTH PARTNERS, LLC

CRD#: 334270 / SEC#: 801-131770

RIA

Registered Investment Advisory firm - (1/21/2025 Approved)

Virginia

Registered Investment Advisory firm - (9/19/2025 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

Texas
(6/25/2025)

IAR

Virginia
(1/22/2025)

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: 6/29/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/8/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/29/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/25/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ARIA WEALTH PARTNERS

ARIA WEALTH PARTNERS | ARIA WEALTH PARTNERS, LLC

CRD#: 334270 / SEC#: 801-131770

RIA

Registered Investment Advisory firm - (1/21/2025 Approved)

Virginia

Registered Investment Advisory firm - (9/19/2025 Terminated)

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Contact information

Main Address

505 Faulconer Drive Suite 2a, Charlottesville, VA 22903

Mailing Address

Phone number

(434) 338-6840

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-2B (8/11/2025)

Regulatory assets under management

Total Number of Accounts	215
AUM (Assets Under Management)	$ 100,501,878

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

Paula C. Gunter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paula Christine Gunter's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

SCOTT & STRINGFELLOW, LLC

SCOTT & STRINGFELLOW, LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

BB&T ASSET MANAGEMENT, INC.

BB&T INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

ARIA WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/29/2005

Series 63

Date: 4/8/2002

SIE

Date: 10/1/2018

Series 7

Date: 12/29/2006

Series 6

Date: 3/25/2002

Current Firm

ARIA WEALTH PARTNERS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARIA WEALTH PARTNERS

TRUST BUT VERIFY

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