Aubrey Paganelli has been Chief Operating Officer of United Advisors America since May 2022, is a control person of the firm and directly owns under 5% of it. Aubrey Paganelli holds a BBA from Tarleton State University and an MBA from Tarleton State University.
United Advisors America Corporation is a Prosper, TX firm with $447M under management, 2,809 clients and 24 advisers in one office, as of its August 2026 filing.
Aubrey Paganelli is Chief Operating Officer & Senior Advisor of United Advisors America. She oversees the firm's daily operations, leads its advisor team, and works directly with clients as a Senior Advisor. She joined UAA in 2013 after beginning her financial services career with Alliance America in 2011, and her experience at UAA includes investment advisory and compliance leadership roles.
- United Advisors AmericaCurrent– present · 13 yearsProsper, TX · Adviser representative · Firm CRD 147350
Professional designations
Listed by United Advisors America
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Retirement Income Certified Professional (RICP®)
Investment adviser representative registrations
Aubrey Paganelli is registered as an investment adviser representative in 12 states. The first approvals date from January 2013; the most recent is Florida, in March 2026.
- CaliforniaSince 20 February 2026
- FloridaSince 25 March 2026
- IllinoisSince 24 February 2026
- IndianaSince 20 February 2026
- KansasSince 20 February 2026
- KentuckySince 22 May 2024
- MinnesotaSince 20 May 2024
- OhioSince 20 February 2026
- PennsylvaniaSince 21 May 2024
- TexasSince 28 January 2013
- WashingtonSince 20 February 2026
- WisconsinSince 24 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 January 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Aubrey Marie Paganelli
- CRD
- 6158953
- Firm
- United Advisors America · CRD 147350
- Role
- Chief Operating Officer
- Office
- 290 S PRESTON ROAD, SUITE 220, Prosper, TX 75078
- Registration
- Investment adviser registration
- In the industry since
- January 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- unitedadvisors.com
Where does Aubrey Paganelli work?
Aubrey Paganelli has been Chief Operating Officer of United Advisors America Corporation since May 2022, and is a control person of the firm.
Is Aubrey Paganelli a financial advisor?
Yes. Aubrey Paganelli has a current investment-adviser registration in California, Florida, Illinois, Indiana, Kansas, Kentucky, Minnesota, Ohio, Pennsylvania, Texas, Washington and Wisconsin, through United Advisors America since January 2013.
How many years of experience does Aubrey Paganelli have?
Aubrey Paganelli has 13 years in the financial industry, since January 2013, across 1 adviser firm.
What exams has Aubrey Paganelli passed?
Aubrey Paganelli passed the Series 65 in January 2013.
Where is Aubrey Paganelli based?
Aubrey Paganelli’s registered office is in Prosper, TX.
Is Aubrey Paganelli registered with FINRA?
No. Aubrey Paganelli has no current broker registration.
How can I verify Aubrey Paganelli’s record?
Search CRD 6158953 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aubrey Paganelli’s full registration record.