Paige Mackenzie Rimer
Investment adviser representative at Joel Isaacson & Co., LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.3BFirm 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
Experience
13 years in the industry.
- Joel Isaacson & Co., LLCNov 2021 to now
- The Vanguard Group, IncJul 2017 to Nov 2021
- Xavier University PhonathonSep 2015 to Apr 2017
- Xavier UniversityAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
Joel Isaacson & Co., LLC
$9.3BAssets managed
1,271Clients
16Advisers
16 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
- 6822693
- Firm CRD
- 152450