Paul Orlino
Professional summary
Paul Orlino, CFP®, who also goes by Paul Matthew Orlino, was a registered financial advisor .
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Paul had worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2015
Experience
September 17, 2025 - Present
March 17, 2021 - February 17, 2023
NORTHWEST ASSET MANAGEMENT
May 13, 2019 - March 12, 2021
ONEDIGITAL
September 21, 2018 - December 6, 2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
March 5, 2012 - August 29, 2018
WELLS FARGO CLEARING SERVICES, LLC
September 12, 2007 - January 7, 2008
OPUS TRADING FUND LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/17/2025)
Exams
Current firm
No current employment
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.
