Paulson A. Edum
CETERA INVESTMENT ADVISERS LLC | Financial Consultant
Concord, NH 03301
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CRD#: 6723738
Professional summary
Paulson Attila Edum, who also goes by Paulson Edum, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Concord, New Hampshire and CETERA ADVISORS LLC located in Concord, New Hampshire.
Paulson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Paulson has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I partner with individuals, families, and business owners to create comprehensive and holistic wealth plans that is aimed at achieving financial success. We will achieve this by going through a personalized planning process together that revolves around you and the people most important in your life. It is my primary focus to build relationships on a foundation of trust, collaboration, candor and respect while incorporating your preferences and priorities throughout our planning experience.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paulson Edum
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.
1) NAME OF OTHER BUSINESS: GLOBE WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2) NAME OF OTHER BUSINESS: NAACP MANCHESTER BRANCH; INVESTMENT RELATED: NO; ADDRESS: P. O. BOX 473 MANCHESTER, NH 03105; NATURE OF BUSINESS: NON PROFIT; START DATE: 06/2025; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: CHIEF FINANCIAL OFFICER OF THE NAACP UNIT AND CHAIR OF FINANCE COMMITTEE, RECEIVE ALL MONIES AND DEPOSIT, MAKE AUTHORIZED DISBURSEMENTS, SUBMIT REPORTS TO COMMITTEES, NATIONAL OFFICE; 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 10/2025; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;
CRS (Client Relationship Summary) - RIA
Click below to view Paulson Attila Edum'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®
NoneEducation
Southern New Hampshire University
Master of Business Administration (MBA) - Management
2012
Southern New Hampshire University
Bachelor of Arts (BA) - Environmental Management & Sustainability
2010
Experience
Current
January 24, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 46 South Main Street Suite 5, Concord, NH 03301RIA
CRD#: 105644
Concord, NH
Current
January 13, 2025 - Present
CETERA ADVISORS LLC
Office #1: 46 South Main Street Suite 5, Concord, NH 03301BD
CRD#: 10299
CONCORD, NH
Past
November 20, 2024 - January 17, 2025
EQUITY SERVICES, INC.
RIA
CRD#: 265
Manchester, NH
Past
November 13, 2023 - January 17, 2025
EQUITY SERVICES, INC.
BD
CRD#: 265
Manchester, NH
Past
January 13, 2020 - August 30, 2023
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MERRIMACK, NH
Past
October 23, 2019 - August 30, 2023
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
MERRIMACK, NH
Past
January 20, 2017 - March 20, 2018
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
MERRIMACK, NH
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Georgia(1/14/2025)
RR
Massachusetts(5/15/2025)
RR
New Hampshire(1/24/2025)
IAR
New Hampshire(1/24/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
Financial ConsultantCRD#: 105644Concord, NH 03301TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
