PA
Paul Alotta
from Great Elm Capital Management, Inc.
Paul Alotta is a financial advisor based in Massachusetts, Waltham,
with 31 years of experience. Paul currently works for
Great Elm Capital Management, Inc..
Paul maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Paul Alotta works at Great Elm Capital Management, Inc.
Great Elm Capital Management, Inc. is a financial advisory firm based in Waltham, Massachusetts. It currently has approximately $309,379,970 of assets under management and employs about 24 people. Great Elm Capital Management, Inc. uses a fee structure of a percentage of assets under your management, performance-based fees and reimbursement of administration costs and overhead.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
4 years
Fee structure
A percentage of assets under your management, performance-based fees and reimbursement of administration costs and overhead
Office location
3801 Pga Boulevard, Suite 603, Waltham, Massachusetts, 33410
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