Paul T Bode
Investment adviser representative at Franklin Street Advisors Inc.
10 yearsExperience
2 statesRegistered in
$4.5BFirm assets
35 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Franklin Street Advisors Inc.Dec 2025 to now
- Safe Harbor Family Capital, LLCJul 2020 to Oct 2025
- Franklin Street Advisors Inc.Jan 2019 to May 2020
- Johnson Development Associates,Jun 2018 to Dec 2018
- Kenan-flagler Business SchoolSep 2017 to May 2018
- Johnson Development AssociatesJun 2017 to Aug 2017
- Kenan-flagler Business SchoolOct 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Franklin Street Advisors Inc.
Legal name: Franklin Street Advisors, Inc.
$4.5BAssets managed
413Clients
15Advisers
35 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
- 5378258
- Firm CRD
- 106275