PRINCIPLE WEALTH of MADISON, CT is an SEC-registered investment adviser (CRD 290180). Regulatory assets under management: $3.2B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Robert Santino Paolucci | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER; OWNER | — |
| Michael Joseph Castiello | CHIEF COMPLIANCE OFFICER | — |
| BRADY PATRICIA LYNN | CHIEF OPERATING OFFICER | — |
| PAOLUCCI ROBERT | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER; MANAGER, MEMBER, AND PORTFOLIO MANAGER | — |
| CASTIELLO MICHAEL JOSEPH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER | — |
| OGILVIE JULINA LEE | DIRECTOR/ BUSINESS DEVELOPMENT | — |
| PAOLUCCI ROBERT SANTINO | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | — |