Paul Kenneth Isaac
Investment adviser representative at Paramount Wealth Advisors
15 yearsExperience
1 stateRegistered in
$37.6MFirm assets
Under 1 yearFirm 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
Experience
15 years in the industry.
- Paramount Wealth AdvisorsFeb 2024 to now
- Securities America AdvisorsSep 2020 to now
- Securities America, Inc.Sep 2020 to now
- Paramount Settlement Planning, LLCApr 2011 to now
- Precision Lien Resolution, LLCFeb 2011 to now
- Securities Services NetworkJun 2013 to Sep 2020
- Ssn Advisory, IncJun 2013 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2015
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Paramount Wealth Advisors
Legal name: Invictus Advisory Services LLC
$37.6MAssets managed
64Clients
2Advisers
Under 1 yearIn 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
- 3114299
- Firm CRD
- 312399