PT
Paul S. Twitchell
WHITEBOX ADVISORS LLC
AUSTIN, TX 78746
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CRD#: 6318257
PT
Professional summary
Paul Stephen Twitchell is a registered financial advisor currently at WHITEBOX ADVISORS LLC located in Austin, Texas.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Paul has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Stephen Twitchell'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®
NoneExperience
Current
April 14, 2014 - Present
WHITEBOX ADVISORS LLC
Office #1: 6300 Bee Cave Road Building 2, Suite 420, Austin, TX 78746RIA
CRD#: 121995
AUSTIN, TX
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".
WA
WHITEBOX ADVISORS LLC
PANDORA SELECT ADVISORS, LLC (RELYING ADVISER) | WHITEBOX SPECIAL OPPORTUNITIES ADVISORS, LLC (RELYING ADVISER) | WHITEBOX RELATIVE VALUE ADVISORS, LLC (RELYING ADVISER) | WHITEBOX MULTI-STRATEGY ADVISORS, LLC (RELYING ADVISER) | WHITEBOX CREDIT ADVISORS, LLC (RELYING ADVISER) | WHITEBOX CAPITAL MANAGEMENT LLC (RELYING ADVISER) | WHITEBOX ASYMMETRIC ADVISORS, LLC (RELYING ADVISER) | WHITEBOX ADVISORS TEXAS LLC (RELYING ADVISER) | WHITEBOX ADVISORS NEW YORK LLC (RELYING ADVISER) | WHITEBOX ADVISORS LONDON, LLP (RELYING ADVISER) | WHITEBOX ADVISORS LLC | WHITEBOX ADVISORS AUSTRALIA PTY LTD. (RELYING ADVISER)
CRD#: 121995 / SEC#: 801-65882
RIA
Registered Investment Advisory firm - (1/31/2006 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.Highlighted states indicate IAR registrations
IAR
Texas(4/14/2014)
Exams
Current Firm
WA
WHITEBOX ADVISORS LLC
PANDORA SELECT ADVISORS, LLC (RELYING ADVISER) | WHITEBOX SPECIAL OPPORTUNITIES ADVISORS, LLC (RELYING ADVISER) | WHITEBOX RELATIVE VALUE ADVISORS, LLC (RELYING ADVISER) | WHITEBOX MULTI-STRATEGY ADVISORS, LLC (RELYING ADVISER) | WHITEBOX CREDIT ADVISORS, LLC (RELYING ADVISER) | WHITEBOX CAPITAL MANAGEMENT LLC (RELYING ADVISER) | WHITEBOX ASYMMETRIC ADVISORS, LLC (RELYING ADVISER) | WHITEBOX ADVISORS TEXAS LLC (RELYING ADVISER) | WHITEBOX ADVISORS NEW YORK LLC (RELYING ADVISER) | WHITEBOX ADVISORS LONDON, LLP (RELYING ADVISER) | WHITEBOX ADVISORS LLC | WHITEBOX ADVISORS AUSTRALIA PTY LTD. (RELYING ADVISER)
CRD#: 121995 / SEC#: 801-65882
RIA
Registered Investment Advisory firm - (1/31/2006 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3033 Excelsior Boulevard Suite 500, Minneapolis, MN 55416
Mailing Address
Phone number
(612) 253-6001
Established
Firm type
Fiscal year end
# of Employees
67
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 11,045,111,413 |
Red Flags
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