William Paladino has been Managing Member of Aviator Financial Consulting since July 2018, is a control person of the firm and directly owns 75% or more of it.
Aviator Financial Consulting LLC is a Montgomery, TX firm with $144M under management, 160 clients and 2 advisers in one office, as of its March 2026 filing.
William Paladino’s longest registration was 6 years at KMS Financial Services, Inc (2013–2020). Before joining Aviator Financial Consulting in 2020, William Paladino was registered through KMS Financial Services, Inc and PKS Advisory Services, LLC.
- KMS Financial Services, Inc– · 6 yearsMontgomery, TX · Adviser representative · Firm CRD 3866
- PKS Advisory Services, LLC– · 3 yearsSpring, TX · Adviser representative · Firm CRD 125648
Investment adviser representative registrations
William Paladino is registered as an investment adviser representative in Texas, since April 2020.
- TexasSince 30 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 26 June 2013 |
| Series 7 | General Securities Representative Examination | 17 June 2013 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 July 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William Joseph Paladino
- CRD
- 5834266
- Firm
- Aviator Financial Consulting · CRD 307799
- Role
- Managing Member
- Office
- 700 MCCALEB ROAD, SUITE L, Montgomery, TX 77316
- Registration
- Investment adviser registration
- In the industry since
- September 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does William Paladino work?
William Paladino has been Managing Member of Aviator Financial Consulting LLC since July 2018, and is a control person of the firm.
Is William Paladino a financial advisor?
Yes. William Paladino has a current investment-adviser registration in Texas, through Aviator Financial Consulting since April 2020.
How many years of experience does William Paladino have?
William Paladino has 16 years in the financial industry, since September 2010, across 3 adviser firms.
What exams has William Paladino passed?
William Paladino has passed 3 licensing exams: the Series 65, Series 7 and Series 63. The earliest, the Series 65, was passed in July 2010. FINRA credited William Paladino with the SIE, which began in October 2018.
Where did William Paladino work before Aviator Financial Consulting?
Before Aviator Financial Consulting, William Paladino was registered through KMS Financial Services, Inc, October 2013 to April 2020; PKS Advisory Services, LLC, September 2010 to December 2013.
Where is William Paladino based?
William Paladino’s registered office is in Montgomery, TX.
Is William Paladino registered with FINRA?
No. William Paladino has no current broker registration.
How can I verify William Paladino’s record?
Search CRD 5834266 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Paladino’s full registration record.
- Suzanne HammerChief Compliance Officer