Aubrey Marie Paganelli
Investment adviser representative at United Advisors America
15 yearsExperience
12 statesRegistered in
$446.5MFirm assets
7 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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- United Advisors AmericaJan 2021 to now
- Alliance America CorporationSep 2011 to now
- United Advisors America CorporationJan 2013 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 12 states (CA, FL, IL, IN, KS, KY, MN, OH, PA, TX, WA, WI).
United Advisors America
Legal name: United Advisors America Corporation
$446.5MAssets managed
2,809Clients
21Advisers
7 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
- 6158953
- Firm CRD
- 147350