John B. Donnelly

PAULO FINANCIAL ADVISORS

STATEN ISLAND, NY 10314

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CRD#: 4722840

Professional summary

John Benedict Donnelly III is a registered financial advisor currently at PAULO FINANCIAL ADVISORS, LLC located in Staten Island, New York.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Benedict Donnelly III'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

June 6, 2021 - Present

PAULO FINANCIAL ADVISORS, LLC

Office #1: 1688 Victory Blvd., Suite 200, Staten Island, NY 10314

RIA

CRD#: 131943

STATEN ISLAND, NY

Past

November 23, 2004 - September 29, 2008

WEISKOPF, SILVER & CO., L.P.

CRD#: 32464

NEW YORK, NY

Past

October 21, 2003 - November 23, 2004

PTR, INC.

CRD#: 31559

COLLINGSWOOD, NJ

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".

PAULO FINANCIAL ADVISORS, LLC

PAULO FINANCIAL ADVISORS, LLC | STATEN ADVISORS,LLC | STATEN ADVISORS, LLC | PAULO FINANCIAL ADVISORS,LLC

CRD#: 131943 / SEC#: 801-79798

RIA

Registered Investment Advisory firm - (6/3/2014 Approved)

New York

Registered Investment Advisory firm - (6/5/2014 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

New York
(6/6/2021)

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: 3/8/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/7/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/10/2003

General Securities Representative Examination

Current Firm

PAULO FINANCIAL ADVISORS, LLC

PAULO FINANCIAL ADVISORS, LLC | STATEN ADVISORS,LLC | STATEN ADVISORS, LLC | PAULO FINANCIAL ADVISORS,LLC

CRD#: 131943 / SEC#: 801-79798

RIA

Registered Investment Advisory firm - (6/3/2014 Approved)

New York

Registered Investment Advisory firm - (6/5/2014 Terminated)

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Contact information

Main Address

Staten Island, NY

Mailing Address

Phone number

(718) 370-3464

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (2/24/2025)

Regulatory assets under management

Total Number of Accounts	104
AUM (Assets Under Management)	$ 52,725,448

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/11/2025	Cover Page	Report

Red Flags

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

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John B. Donnelly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Benedict Donnelly III's CRS (Customer Relationship Summary).

Certified licenses

Experience

PAULO FINANCIAL ADVISORS, LLC

WEISKOPF, SILVER & CO., L.P.

PTR, INC.

Primary Firm SEC Registration

PAULO FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/8/2012

Series 66

Date: 2/7/2004

Series 7

Date: 12/10/2003

Current Firm

PAULO FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PAULO FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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