Paul Mutch

from Windrose Advisors LLC
SEC regulated
Regulated Investment Advisor
Paul Mutch is a financial advisor based in Massachusetts, Waltham, with 28 years of experience. Paul currently works for Windrose Advisors LLC. Paul maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser 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 Mutch works at Windrose Advisors LLC
Windrose Advisors LLC is a financial advisory firm based in Waltham, Massachusetts. It currently has approximately $769,315,476 of assets under management and employs about 20 people. Windrose Advisors LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
12 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
Watermill Center, 800 South Street, Suite 600, Waltham, Massachusetts, 2453

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