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MP

Maureen A. Paley

NEW PARADIGM WEALTH ADVISORY
SACRAMENTO, CA 95822
Some features on this profile are disabled
CRD#: 5291601
MP

Professional summary

Maureen Ann Paley is a registered financial advisor currently at NEW PARADIGM WEALTH ADVISORY located in Sacramento, California.

Maureen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Maureen has worked at 2 firms and has passed the Series 65 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 Maureen Ann Paley'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®
None

Experience

Current

February 28, 2025 - Present

NEW PARADIGM WEALTH ADVISORY

Office #1: 5960 South Land Park Drive #421, Sacramento, CA 95822
RIA
CRD#: 332369
SACRAMENTO, CA
Past

March 31, 2008 - November 15, 2010

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NASHVILLE, TN

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
California
(2/28/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/8/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/28/2008
General Securities Representative Examination

Current Firm

NP
NEW PARADIGM WEALTH ADVISORY
NEW PARADIGM WEALTH ADVISORY | NEW PARADIGM WEALTH ADVISORY, LLC

CRD#: 332369 / SEC#:

California
Registered Investment Advisory firm - (2/28/2025 Approved)
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Contact information

Main Address
5960 South Land Park Drive #421, Sacramento, CA 95822
Mailing Address
Phone number
(570) 574-5947
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

NEW PARADIGM WEALTH ADVISORY

CRD#: 332369Sacramento, CA 95822

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