Paul Reiferson has been an investment adviser representative at Whitwell & Co since January 2025, and is not listed among the firm’s executive officers or direct owners.
Whitwell & Co, LLC is a firm with $117M under management, 337 clients and 6 advisers across 6 offices, as of its July 2026 filing.
Paul Reiferson’s longest registration is the current one, 1 year at Whitwell & Co since 2025. Before joining Whitwell & Co in 2025, Paul Reiferson was registered through Compound Planning.
- Compound Planning– · 1 yearFort Lauderdale, FL · Adviser representative · Firm CRD 171787
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 September 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 October 1996 |
| Series 7 | General Securities Representative Examination | 28 October 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Paul Jay Reiferson
- CRD
- 1959083
- Firm
- Whitwell & Co · CRD 331958
- Office
- Miami, FL
- Registration
- Investment adviser registration
- In the industry since
- January 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Paul Reiferson work?
Paul Reiferson is an investment adviser representative registered through Whitwell & Co, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Paul Reiferson a financial advisor?
Yes. Paul Reiferson has a current investment-adviser registration, through Whitwell & Co since January 2025.
How many years of experience does Paul Reiferson have?
Paul Reiferson has 2 years in the financial industry, since January 2024, across 2 adviser firms.
What exams has Paul Reiferson passed?
Paul Reiferson has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 1996.
Where did Paul Reiferson work before Whitwell & Co?
Before Whitwell & Co, Paul Reiferson was registered through Compound Planning, December 2023 to January 2025.
Where is Paul Reiferson based?
Paul Reiferson’s registered office is in Miami, FL.
Is Paul Reiferson registered with FINRA?
No. Paul Reiferson has no current broker registration.
How can I verify Paul Reiferson’s record?
Search CRD 1959083 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Reiferson’s full registration record.
Stefan WhitwellChief Executive Officer- Andrew LucichChief Compliance Officer