Paul Sansonette has been an investment adviser representative at Symphony Financial Services since February 2009, and is not listed among the firm’s executive officers or direct owners.
Symphony Financial Services, Inc. is an Akron, OH firm with $429M under management, 641 clients and 7 advisers across 2 offices, as of its February 2026 filing.
Paul Sansonette’s longest registration is the current one, 17 years at Symphony Financial Services since 2009. Before joining Symphony Financial Services in 2009, Paul Sansonette was registered through LPL Financial Corporation and M Holdings Securities, Inc.
- – present · 17 yearsAkron, OH · Adviser representative · Firm CRD 125058
- LPL Financial Corporation– · 2 yearsMedina, OH · Adviser representative · Firm CRD 6413
- M Holdings Securities, Inc.– · 2 yearsAkron, OH · Adviser representative · Firm CRD 43285
- Linsco/Private Ledger Corp.– · under a yearAkron, OH · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Paul Sansonette is registered as an investment adviser representative in Ohio, since February 2009.
- OhioSince 19 February 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 May 1990 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Paul Donald Sansonette
- CRD
- 2057894
- Firm
- Symphony Financial Services · CRD 125058
- Office
- 529 N CLEVELAND MASSILLON RD., SUITE 200, Akron, OH 44333
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1990
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Paul Sansonette work?
Paul Sansonette is an investment adviser representative registered through Symphony Financial Services, Inc. since February 2009, and is not listed among the firm’s executive officers or direct owners.
Is Paul Sansonette a financial advisor?
Yes. Paul Sansonette has a current investment-adviser registration in Ohio, through Symphony Financial Services since February 2009.
How many years of experience does Paul Sansonette have?
Paul Sansonette has 36 years in the financial industry, since May 1990, across 3 adviser firms.
What exams has Paul Sansonette passed?
Paul Sansonette passed the Series 6 in May 1990. FINRA credited Paul Sansonette with the SIE, which began in October 2018.
Where did Paul Sansonette work before Symphony Financial Services?
Before Symphony Financial Services, Paul Sansonette was registered through M Holdings Securities, Inc., March 2005 to November 2007; Linsco/Private Ledger Corp., July 2003 to July 2004.
Where is Paul Sansonette based?
Paul Sansonette’s registered office is in Akron, OH.
Is Paul Sansonette registered with FINRA?
Yes. Paul Sansonette has a current broker registration, under CRD 2057894.
Source: FINRA BrokerCheck
How can I verify Paul Sansonette’s record?
Search CRD 2057894 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Paul Sansonette’s full registration record.