Paul Thomas Rutkowski
Investment adviser representative at Eversource Wealth Advisors, LLC
15 yearsExperience
1 stateRegistered in
$5.1BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Eversource Wealth Advisors, LLCNov 2022 to now
- Equitable Advisors, LLCSep 2011 to Nov 2022
- AXA Advisors LLCSep 2011 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Eversource Wealth Advisors, LLC
$5.1BAssets managed
4,338Clients
74Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1930617
- Firm CRD
- 286340