Paul William Morelli
Investment adviser representative at Vernal Point Advisors, LLC
14 yearsExperience
3 statesRegistered in
CFP® certification, CFADesignations
$3.9BFirm assets
Are you Paul William Morelli? Claim your profile
Contact this firm
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
14 years in the industry.
- Vernal Point Advisors, LLCJun 2012 to now
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, TX).
Vernal Point Advisors, LLC
$3.9BAssets managed
20Clients
6Advisers
11 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
- 6150421
- Firm CRD
- 166587