# PALADIN ADVISORS, LLC

PALADIN ADVISORS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 158478
- Type: SEC-registered investment adviser
- SEC file number: 801-77731
- Phone: 617-202-9653
- Latest filing: 2022-08-01
- Regulatory AUM: $291.4M
- Discretionary AUM: $280.6M
- Non-discretionary AUM: $10.8M
- Clients: 5
- Accounts: 342

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| RODGERS RICK L | INVESTMENT ADVISOR ANALYST | — |
| PARKER KAREN ELIZABETH | CHIEF EXECUTIVE; CHIEF EXECUTIVE OFFICER & MANAGING MEMBER; MANAGING MEMBER | — |
| GRIEBEL STEPHANIE CASTONGUAY | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| RODGERS STEVEN LARRY | MEMBER | — |
| MCMULLEN SEAN MICHAEL | CHIEF COMPLIANCE OFFICER & MEMBER; MEMBER; MEMBER & CHIEF COMPLIANCE OFFICER | — |
| BOLIA ALLISON ANN | CHIEF COMPLIANCE OFFICER & MEMBER; MEMBER; OPERATIONS MANAGER | — |
| MCMULLEN SEAN M | INVESTMENT ADVISOR | — |
| BETTERS BARRY KECK | CHIEF COMPLIANCE OFFICER | — |
| Egizi Jeffrey James | CHIEF INVESTMENT OFFICER AND MEMBER; MEMBER | — |
| Costa Michael Waters | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158478/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158478/similar
- Related entities: https://search.stillhousedata.com/firm/158478/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158478

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.