Paul Andrew Parotti
Investment adviser representative at Slo Money Managers
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$164.7MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Slo Money ManagersMay 2024 to now
- Money Managers, Inc.Apr 2015 to Oct 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Slo Money Managers
Legal name: Paul & Co. Wealth Management, Inc.
$164.7MAssets managed
148Clients
2Advisers
2 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
- 5484427
- Firm CRD
- 331617