MARK ANDREW PAGANELLI

Overview

Mark Andrew Paganelli operates as a sole-proprietorship financial services practitioner. The firm combines brokerage and insurance distribution with advisory work, positioning itself as a registered representative of a broker-dealer and an insurance broker while offering financial planning services. The practice is structured as an individual-owned operation and is classified as unclassified in available records. Investment activity is modest and focused on packaged, liquid investments rather than direct private allocations. The firm is not an active ESG investor and is not identified as a capital allocator. Fee arrangements include hourly charges, fixed fees and other non–asset-based pricing, indicating a planning-first model rather than a traditional asset-under-management approach.

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Location & Offices