John Donnelly
Paulo Financial Advisors · Staten Island, New York
John Donnelly is a fee-only financial advisor at Paulo Financial Advisors in Staten Island, New York. Paulo Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Paulo Financial Advisors |
|---|---|
| Based in | Staten Island, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $57.0M across 105 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4722840 |
| Exams passed | Series 65 (2012) · Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.paulofinancialadvisors.com |
How John's firm compares
- Paulo Financial Advisors's average account is about $543,000, from its Form ADV (assets managed divided by 105 accounts).
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Questions about John
Is John Donnelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Paulo Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Paulo Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Donnelly based?
John Donnelly is based in Staten Island, New York.
Is John Donnelly registered with the SEC?
Yes. John Donnelly is registered as an investment adviser representative in NY (CRD 4722840), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paulo Financial Advisors manage?
Paulo Financial Advisors reports $57.0M across 105 accounts in assets under management.
How do I contact John Donnelly?
Through John's website, www.paulofinancialadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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