Paul Stagias
Professional summary
Paul Stagias, CPWA®, who also goes by Apostolos Panagiotis Stagias, is a registered financial advisor currently at CITRIN COOPERMAN WEALTH MANAGEMENT, LLC located in New York, New York.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Paul has worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Stagias's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 22, 2022 - Present
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC
Office #1: 50 Rockefeller Plaza, New York, NY 10020July 23, 2021 - February 25, 2022
FRANCIS FINANCIAL
Primary Firm SEC Registration
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC
CRD#: 317528 / SEC#: 801-122783
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/22/2022)
Exams
Current Firm
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC
CRD#: 317528 / SEC#: 801-122783
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 762 |
| AUM (Assets Under Management) | $ 1,626,110,870 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/27/2025 | ||
| 09/25/2024 | ||
| 07/28/2023 | ||
| 01/18/2023 |
Red Flags
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