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Paul Joseph Mianulli

Paul J. Mianulli

TOTAL RETURN CAPITAL
Linthicum Heights, MD 21090
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CRD#: 4701716
Paul Joseph Mianulli

Professional summary


Paul Joseph Mianulli, CFP®, who also goes by Paul J Mianulli, is a registered financial advisor currently at TOTAL RETURN CAPITAL located in Linthicum Heights, Maryland.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Paul has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Paul J Mianulli

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.
HD VEST INSURANCE AGENCY, INC.~'NIR'~6333 NORTH STATE HIGHWAY 161~4TH FLOOR~IRVING~TX~75038~INDEPENDENT INSURANCE AGENT~INSURANCE SALES AGENT~12/2014~40HRS~20HRS~SELL INSURANCE PRODUCTS~~LINTHICUM TAX SERVICE~'NIR'~202 W. MAPLE ROAD~STE 2G~LINTHICUM~MD~21090~TAX PREPARATION/ACCOUNTING~OWNER/SOLE PROPRIETER~9/2012~100HRS~50HRS~OVERSEE DAILY OPERATIONS

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CRS (Client Relationship Summary) - RIA


Click below to view Paul Joseph Mianulli'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®
CFP®

Start date: 2002

Experience


Current

March 25, 2022 - Present

TOTAL RETURN CAPITAL

Office #1: 100 West Maple Rd, Linthicum Heights, MD 21090
RIA
CRD#: 291998
Linthicum Heights, MD
Past

January 26, 2015 - December 31, 2017

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Linthicum, MD
Past

December 19, 2014 - December 31, 2017

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
LINTHICUM, GA
Past

February 11, 2014 - December 23, 2014

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
LINTHICUM HEIGHTS, MD
Past

November 5, 2012 - November 6, 2012

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
LINTHICUM HEIGHTS, MD
Past

November 5, 2012 - December 23, 2014

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
LINTHICUM, MD
Past

July 10, 2006 - November 6, 2012

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
LINTHICUM HEIGHTS, MD
Past

November 11, 2004 - November 6, 2012

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
LINTHICUM HEIGHTS, MD
Past

October 2, 2003 - January 6, 2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

October 2, 2003 - January 6, 2004

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN

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
Maryland
(3/25/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/25/2003
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TR
TOTAL RETURN CAPITAL
TOTAL RETURN CAPITAL | TOTAL RETURN LLC

CRD#: 291998 / SEC#:

Maryland
Registered Investment Advisory firm - (8/9/2018 Approved)
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Contact information


Main Address
100 West Maple Rd, Linthicum Heights, MD 21090
Mailing Address
Phone number
(410) 949-7673
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts25
AUM (Assets Under Management)$ 7,900,000

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TOTAL RETURN CAPITAL

CRD#: 291998Linthicum Heights, MD 21090

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