Nathan Paulson has been CEO of Paulson Wealth Management since April 2015, is a control person of the firm and directly owns 75% or more of it. Nathan Paulson holds a B.S. in Physics from Wheaton College and an MBA from Michigan State University.
Paulson Wealth Management Inc. is a West Palm Beach, FL firm with $559M under management, 379 clients and 5 advisers across 2 offices, as of its July 2026 filing.
Nathan Paulson is CEO and Senior Wealth Advisor of Paulson Wealth Management Inc., which he founded. He began his capital markets career as an Options Market Maker at CMT GmbH in Frankfurt, Germany, and later traded futures in Chicago. In 2004 he joined UBS Financial Services Inc., where he was Vice President – Investments and Wealth Advisor until Paulson Wealth Management was founded in 2009.
Nathan Paulson’s longest registration is the current one, 15 years at Paulson Wealth Management since 2011. Before joining Paulson Wealth Management in 2011, Nathan Paulson was registered through UBS Financial Services Inc.
- UBS Financial Services Inc.– · 4 yearsChicago, IL · Adviser representative · Firm CRD 8174
Professional designations
Listed by Paulson Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Nathan Paulson is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from September 2011; the most recent is Florida, in June 2023.
- FloridaSince 15 June 2023
- IllinoisSince 13 September 2011
- TexasResidentSince 29 October 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 3 | National Commodity Futures Examination | 20 December 2004 |
| Series 66 | Uniform Combined State Law Examination | 21 July 2004 |
| Series 7 | General Securities Representative Examination | 8 July 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nathan Robert Paulson
- CRD
- 4799867
- Firm
- Paulson Wealth Management · CRD 150374
- Role
- CEO
- Registration
- Investment adviser registration
- In the industry since
- October 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- paulsonwealth.com
Where does Nathan Paulson work?
Nathan Paulson has been CEO of Paulson Wealth Management Inc. since April 2015, and is a control person of the firm.
Is Nathan Paulson a financial advisor?
Yes. Nathan Paulson has a current investment-adviser registration in Florida, Illinois and Texas, through Paulson Wealth Management since September 2011.
How many years of experience does Nathan Paulson have?
Nathan Paulson has 22 years in the financial industry, since October 2004, across 2 adviser firms.
What exams has Nathan Paulson passed?
Nathan Paulson has passed 3 licensing exams: the Series 7, Series 66 and Series 3. The earliest, the Series 7, was passed in July 2004. FINRA credited Nathan Paulson with the SIE, which began in October 2018.
Where did Nathan Paulson work before Paulson Wealth Management?
Before Paulson Wealth Management, Nathan Paulson was registered through UBS Financial Services Inc., July 2004 to June 2009.
Is Nathan Paulson registered with FINRA?
No. Nathan Paulson has no current broker registration.
Is Nathan Paulson a CFP?
Paulson Wealth Management lists Nathan Paulson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Nathan Paulson’s record?
Search CRD 4799867 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Paulson’s full registration record.