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Paul Zablotney

Investment adviser representative at Liberty One Wealth Advisors
12 yearsYears since first job or exam
1 stateRegistered in
$178.4M
2 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Fette SavMay 2025 to now
  2. Liberty One Wealth AdvisorsFeb 2025 to now
  3. IkeaMar 2025 to Jul 2025
  4. UnemployedNov 2024 to Mar 2025
  5. J.P. Morgan Securities LLCJan 2024 to Oct 2024
  6. JPMorgan Chase Bank NAJan 2024 to Oct 2024
  7. BSSS Partners, L.P. dba Fette SauSep 2023 to Jan 2024
  8. UnemployedJul 2023 to Aug 2023
  9. Pittsburgh Logistics ServicesFeb 2023 to Jun 2023
  10. State FarmSep 2022 to Feb 2023
  11. Pennsylvania State UniversityAug 2018 to Dec 2022
  12. UnemployedJan 2014 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (PA).

Liberty One Wealth Advisors

$178.4M
236Clients
5Advisers
2 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

7855743
315675
Advisor's SEC record (opens in a new tab)
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