Paul Philip Stonge
Investment Adviser Representative at Westminster Financial Advisory Corp
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Paul Philip Stonge is an investment adviser representative with Westminster Financial Advisory Corp in Bonita Springs, FL, where they have been registered since 2016. They have worked in the securities industry since 1978 and have been registered with 4 firms, including GW & WADE, LLC and St. ONGE, PAUL Philip. They have passed 11 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in 22 states.
Registrations & licenses
- Investment adviser:
- Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New York, North Carolina, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, Wyoming
- Broker:
23 states and territories
Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New York, North Carolina, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PAUL P St ONGE CompanyMar 1983 – no end date reportedProvidence, RI
- Lincoln National Equity SalesSep 1989 – no end date reportedFt Wayne, IN
- St. ONGE, PAUL, PhilipJan 1993 – no end date reportedEast Greenwich, RI
- GW & WADE, LLCJul 2014 – no end date reportedEast Greenwich, RI
- GW & WADE Asset Management Company, LLCOct 2014 – no end date reportedEast Greenwich, RI
- Westminster Financial Securities, Inc.May 2016 – no end date reportedDayton, OH
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Westminster Financial Advisory Corp
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 41
- Offices listed on AdvisorFinder:
- 12
- Main office:
- Beavercreek, OH
- SEC file number:
- 801-29690
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paul Philip Stonge has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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