Paul V. Saltaformaggio
HIBERNIA WEALTH PARTNERS | Wealth Advisor
Baton Rouge, LA 70806
Some features on this profile are disabled
CRD#: 4599534
Professional summary
Paul Vincent Saltaformaggio, AIF® is a registered financial advisor currently at HIBERNIA WEALTH PARTNERS, LLC located in Baton Rouge, Louisiana and LPL FINANCIAL LLC located in Dallas, Texas.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Paul has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Financial planning
Trust & estate planning
Institutional consulting
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
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.
1. 01/26/2016 Reggio Sprotsman's Retreat LLC - Business Entity For Tax/Investment Purposes Only - NOT INV REL - START 09/01/2013 - 204 E Maple Ridge Dr., Metairie, LA 70001 - Holding company for fishing camp; no income just a property used for personal use 2. 01/26/2016 - pvs investments llc - Business Entity For Tax/Investment Purposes Only - INV REL - START 01/02/2013 - 8925 foxgate drive baton rogue, la 70809 - Holding company for Atomic Burger passive investment; investor - NO TIME SPENT 3. 01/26/2016 - Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Hibernia Wealth Management - Time Spent 100%. 4. 01/26/2016 - NO BUSINESS NAME - Real Estate Rental - INV REL - START 10/01/2010 - 222 London Ave, #204, Metairie, LA 70005 - Owner - 1% TIME SPENT 5. 01/26/2016 - Reggio Feather & Fin LLC - Business Entity For Tax/Investment Purposes Only - NOT INV REL - START 1/21/2014 - 8925 Fox Gate Dr, Baton Rouge, LA 70809 - Holding company for fishing boat; boat is not income earning. It is only for the personal use of the owners - NO TIME SPENT 6. 01/26/2016 - Outside Insurance - Non-Variable Insurance - NOT INV REL - START 01/01/2011 - 8925 Fox Gate Dr., Baton Rouge, LA - independent agent/group health insurance - 1% TIME SPENT 7. 07/01/2016: PSHWM, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - Start 04/04/2016 - 2277 KLEINERT AVE, BATON ROUGE, LA 70806 - investment advisory fees and commissions generated. - 0 Hr/Mo 8. 02/06/2018: pvs investments llc - Investment Related - 3934 Veterans Memorial Blvd, Metairie, LA 70006 - Business Entity For Tax/Investment Purposes Only - passive investment; investor - start date 01/02/2013. 9. 04/25/2019 - pvs investments llc - Investment related - Metairie, LA 70005 - Real Estate Rental - start date:04/01/2019 - 0 hrs/mo - 0 hrs during trading - Condo rental unit. 10. 01/28/2022 - pvs investments llc - Investment Related - 6700 Jefferson Hwy., Bldg 4, Ste. B, Baton Rouge, LA 70806 - Real Estate Rental - Start Date: 01/01/2016 - 0 Hours Per Month/0 Hours During Securities Trading. 11. 09/12/2022 - Hibernia Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 08/01/2022 - 20 Hours Per Month/1 Hours During Securities Trading - I provide investment advisory services through Hibernia Wealth Management, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 12. 08/15/2023 - PVS INVESTMENTS LLC - Real Estate Rental - Not Investment Related - Pad site for Construction - Start Date 06/09/2023 - 0 Hours Per Month/ During Trading 13. 04/30/2024 - Our Lady of Mercy Catholic Church - Other - Church Cantor - Not Investment Related - 1432 W Landry St., Opelousas, LA 70570 - Start Date 06/13/2021 - 8 Hours Per Month/ 0 Hours During Trading 14. 08/26/2025 - Cavallo dei Secoli LLC - Business Entity For Tax/Investment Purposes Only - 49 Kalispell, MT - Not Inv rel - Start date: 08/21/2025 - 0 Hours Per Month/ 0 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Paul Vincent Saltaformaggio's 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®
Experience
Current
July 29, 2022 - Present
HIBERNIA WEALTH PARTNERS, LLC
Office #1: 6700 Jefferson Hwy. Building 4, Suite B, Baton Rouge, LA 70806RIA
CRD#: 319509
Baton Rouge, LA
Current
January 26, 2016 - Present
LPL FINANCIAL LLC
Office #1: 12700 Hillcrest Rd Ste 125, Dallas, TX 75230Office #2: 1720 Kaliste Saloom Rd Ste B10, Lafayette, LA 70508Office #3: 6700 Jefferson Hwy Building 4, Suite B, Baton Rouge, LA 70806RIA
BD
CRD#: 6413
Dallas, TX
Past
January 26, 2016 - August 4, 2022
STRATOS WEALTH PARTNERS, LTD
RIA
CRD#: 153184
BATON ROUGE, LA
Past
January 28, 2015 - January 27, 2016
CAPITAL ONE ADVISORS, LLC
RIA
CRD#: 136865
SEATTLE, WA
Past
January 2, 2015 - January 27, 2016
CAPITAL ONE INVESTING, LLC
BD
CRD#: 45744
BATON ROUGE, LA
Past
July 2, 2008 - January 28, 2015
CAPITAL ONE FINANCIAL ADVISORS LLC
RIA
CRD#: 127236
MELVILLE, NY
Past
May 31, 2008 - January 2, 2015
CAPITAL ONE INVESTMENT SERVICES LLC
BD
CRD#: 25658
BATON ROUGE, LA
Past
October 4, 2006 - August 13, 2008
CAPITAL ONE INVESTMENTS, LLC
RIA
CRD#: 17526
HARAHAN, LA
Past
October 4, 2006 - May 31, 2008
CAPITAL ONE INVESTMENTS, LLC
BD
CRD#: 17526
HARAHAN, LA
Past
March 28, 2005 - July 17, 2006
LPL FINANCIAL LLC
RIA
CRD#: 6413
NEW ORLEANS, LA
Past
March 1, 2005 - July 17, 2006
LPL FINANCIAL LLC
BD
CRD#: 6413
NEW ORLEANS, LA
Past
February 20, 2003 - March 8, 2005
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
NEW ORLEANS, LA
Past
February 3, 2003 - March 8, 2005
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
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".
HW
HIBERNIA WEALTH PARTNERS, LLC
DEPENDENT FINANCIAL PLANNING | THE NEURODIVERSITY INDEX | TENPATH FINANCIAL GROUP | PSHWM LLC | PLANNING ACROSS THE SPECTRUM | JFS WEALTH MANAGEMENT | HIBERNIA WEALTH PARTNERS, LLC | HIBERNIA WEALTH MANAGEMENT
CRD#: 319509 / SEC#: 801-124947
RIA
Registered Investment Advisory firm - (5/5/2022 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/3/2019)
RR
Alaska(5/2/2022)
RR
Arkansas(11/28/2023)
RR
California(10/26/2017)
RR
Colorado(2/21/2020)
RR
Florida(8/5/2020)
RR
Georgia(1/28/2022)
RR
Hawaii(8/5/2024)
RR
Illinois(4/8/2021)
RR
Iowa(11/28/2023)
RR
Louisiana(1/26/2016)
IAR
Louisiana(7/29/2022)
RR
Mississippi(1/26/2016)
RR
Missouri(4/3/2025)
RR
New Jersey(11/28/2023)
RR
New Mexico(1/3/2020)
RR
North Carolina(12/1/2023)
RR
Oklahoma(5/31/2018)
RR
Oregon(1/29/2020)
RR
Pennsylvania(1/2/2020)
RR
Puerto Rico(11/28/2023)
RR
Tennessee(1/7/2020)
RR
Texas(1/26/2016)
IAR
Texas(7/29/2022)
RR
Washington(11/28/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HW
HIBERNIA WEALTH PARTNERS, LLC
DEPENDENT FINANCIAL PLANNING | THE NEURODIVERSITY INDEX | TENPATH FINANCIAL GROUP | PSHWM LLC | PLANNING ACROSS THE SPECTRUM | JFS WEALTH MANAGEMENT | HIBERNIA WEALTH PARTNERS, LLC | HIBERNIA WEALTH MANAGEMENT
CRD#: 319509 / SEC#: 801-124947
RIA
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Contact information
Main Address
6700 Jefferson Hwy. Building 4, Suite B, Baton Rouge, LA 70806
Mailing Address
Phone number
(225) 778-7972
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,146 |
| AUM (Assets Under Management) | $ 346,617,660 |
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
HIBERNIA WEALTH PARTNERS, LLC
Wealth AdvisorCRD#: 319509Baton Rouge, LA 70806TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
