Paul Needham (CRD# 2099315) is an Investment Advisor Representative working at Colemma Asset Management LLC in Norwood, MA and has over 33 years of experience in the finance industry.
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 4999983
Fidelity Personal And Workplace Advisors
CRD# 4999910
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Colemma Asset Management LLC | Norwood, MA | May 2023 - Current | 1 |
| Colemma Asset Management LLC | Norwood, MA | Feb 2023 - Current | 1 |
| Point32health | Canton, MA | Sep 2022 - Current | 1 |
| Steward Health Care Network | Westwood, MA | May 2021 - Jul 2022 | 1 |
| Harvard Pilgrim Health Care | Quincy, MA | Feb 2013 - Apr 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
| S63 | Uniform Securities State Law Examination | Nov 1990 |
- MA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$62,828
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.