Paul Giacalone, financial advisor Westport CT

Paul Giacalone

CRD Number: 6184765
Current Firm: Moors & Cabot, Inc.

Paul Giacalone (CRD# 6184765) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Westport, CT and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Moors & Cabot Westport, CT Oct 2019 - Current 4
Ubs Financial Services Inc. Stamford, CT Apr 2013 - Oct 2019 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Paul F. Giacalone
Phone Number: 800-426-0501
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    2,492
    MILLIONS
  • Total Number of Accounts
    4,119
    ACCOUNTS
  • Average Account Value
    $605,094
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI

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