Paul Longobardi
Investment adviser representative at Capital Analysts
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Capital AnalystsJun 2024 to now
- Lincoln InvestmentNov 2020 to now
- No EmploymentAug 2019 to Nov 2020
- TD Bank N.A.Feb 2016 to Aug 2019
- TD Private Client Wealth LLCFeb 2016 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MA).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 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
- 2279086
- Firm CRD
- 162200