William Joseph Paladino
Investment adviser representative at Paladino Wealth
30 yearsExperience
1 stateRegistered in
$144.1MFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
30 years in the industry.
- Paladino WealthMay 2020 to now
- Aviator Financial Consulting LLCApr 2020 to now
- United AirlinesApr 1996 to now
- Kms Financial Services, Inc.Oct 2013 to Apr 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Paladino Wealth
Legal name: Aviator Financial Consulting LLC
$144.1MAssets managed
160Clients
1Advisers
6 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
- 5834266
- Firm CRD
- 307799