Paige M. Rimer

JOEL ISAACSON & CO.

New York, NY 10036

Some features on this profile are disabled

CRD#: 6822693

Professional summary

Paige Mackenzie Rimer, CFP®, who also goes by Paige Rimer, is a registered financial advisor currently at JOEL ISAACSON & CO., LLC located in New York, New York.

Paige is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Paige has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paige Rimer

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 Paige Mackenzie Rimer'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®

CFP^®

Certified Financial Planner

Experience

Current

August 31, 2022 - Present

JOEL ISAACSON & CO., LLC

Office #1: 546 Fifth Avenue, New York, NY 10036

RIA

CRD#: 152450

New York, NY

Past

November 7, 2019 - December 3, 2021

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

September 11, 2017 - December 3, 2021

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

JOEL ISAACSON & CO., LLC

JOEL ISAACSON & CO. | JOEL ISAACSON & CO., LLC

CRD#: 152450 / SEC#: 801-70880

RIA

Registered Investment Advisory firm - (12/17/2009 Approved)

Texas

Registered Investment Advisory firm - (12/19/2012 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
(8/31/2022)

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: 9/11/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/10/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/11/2017

General Securities Representative Examination

Current Firm

JOEL ISAACSON & CO., LLC

JOEL ISAACSON & CO. | JOEL ISAACSON & CO., LLC

CRD#: 152450 / SEC#: 801-70880

RIA

Registered Investment Advisory firm - (12/17/2009 Approved)

Texas

Registered Investment Advisory firm - (12/19/2012 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

546 Fifth Avenue, New York, NY 10036

Mailing Address

Phone number

(212) 302-6300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JOEL ISAACSON & CO., LLC FORM ADV PART 2A BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	5,347
AUM (Assets Under Management)	$ 8,039,009,854

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/20/2024	Cover Page	Report
10/27/2023	Cover Page	Report
11/22/2022	Cover Page	Report

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.

Similar Advisors

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brooklyn, NY

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

Diane Finnerty

MORGAN STANLEY

IAR

New York, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Paige M. Rimer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paige Mackenzie Rimer's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

JOEL ISAACSON & CO., LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/11/2019

Series 63

Date: 8/10/2017

SIE

Date: 10/1/2018

Series 7

Date: 9/11/2017

Current Firm

JOEL ISAACSON & CO., LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

JOEL ISAACSON & CO., LLC

TRUST BUT VERIFY

Similar Advisors