Paul Steven Plemenos
Investment adviser representative at Mra Advisory Group
11 yearsExperience
1 stateRegistered in
$361.3MFirm assets
9 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 assetsSubscriptionFixed 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
11 years in the industry.
- Mra Advisory GroupJun 2017 to now
- Ameriprise Financial Services, Inc.Jul 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Mra Advisory Group
$361.3MAssets managed
504Clients
8Advisers
9 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
- 2193190
- Firm CRD
- 287933