PR
Paul G. Resnick
OSBORNE PARTNERS
MENLO PARK, CA 94025
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CRD#: 846277
PR
Professional summary
Paul Gerson Resnick is a registered financial advisor currently at OSBORNE PARTNERS located in Menlo Park, California.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Paul has worked at 2 firms .
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.
Co-trustee of Barbara Center Trust since about 1987, currently paid $2030/month, devote about 8 hours per month to it. Investment Related. Board chair Foundation for a College Education: also member of various FCE committees, no compensation, devote about 5 hours/week to this activity. no compensation. Not investment related. Advisory board member Palo Alto Medical Foundation/Sutter Health, devote about 2 hours/month to this activity, no compensation. Not investment related. Advisory board member Mgrublian Center for Human Rights, Claremont McKenna College, devote about 1 hour per month (average) to this activity, no compensation, not investment related. Audit Committee member Alta Housing, devote about 3 hours per year to this activity, no compensation. Not investment related. Board member and member of various committees Legal Aid Society of San Mateo County, devote about 2 hours/week to this activity. Not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Gerson Resnick'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 8, 2013 - Present
OSBORNE PARTNERS
Office #1: 525 Middlefield Rd, Ste 150, Menlo Park, CA 94025RIA
CRD#: 108100
MENLO PARK, CA
Past
January 17, 1990 - March 15, 2013
AKJ ASSET MANAGEMENT, LLC
RIA
CRD#: 104688
PALO ALTO, CA
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".
OP
OSBORNE PARTNERS
BERRY HARTELL EVERS & OSBORNE | OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | OSBORNE PARTNERS
CRD#: 108100 / SEC#: 801-56319
RIA
Registered Investment Advisory firm - (2/15/1999 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
California(4/8/2013)
Exams
Current Firm
OP
OSBORNE PARTNERS
BERRY HARTELL EVERS & OSBORNE | OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | OSBORNE PARTNERS
CRD#: 108100 / SEC#: 801-56319
RIA
Registered Investment Advisory firm - (2/15/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Embarcadero Center Ste 4100, San Francisco, CA 94111
Mailing Address
Phone number
(415) 362-5637
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,015 |
| AUM (Assets Under Management) | $ 2,358,840,039 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/23/2025 | ||
| 01/03/2024 |
Red Flags
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Company Information
OSBORNE PARTNERS
CRD#: 108100Menlo Park, CA 94025TRUST BUT VERIFY
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Contact information
xxxxx@xxxx.xxx
