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Paul Thomas Fullerton

Investment Adviser Representative at RBF WEALTH ADVISORS

St. Louis, MOCRD #4699243Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
5 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 5 states
ColoradoFloridaIllinoisMissouriOhio
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/18/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 9/15/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/3/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $250,0002.75%
$250,001 - $750,0002.25%
$750,001 - $2,000,0001.75%
$2,000,001+1.50%
Source

RBF Wealth Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

RBF WEALTH ADVISORSCurrent
4/18/2006St. Louis, MO
TRIAD ADVISORS LLC
9/5/20037/3/2023St Louis, MO

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at RBF WEALTH ADVISORS

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View RBF WEALTH ADVISORS firm profile
About this profile

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 Thomas Fullerton 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.

Paul Thomas Fullerton - Financial Advisor in St. Louis, MO | AdvisorFinder