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RIA / WealthAdvisor28 years in industry

PAUL JOSEPH DEELEY

Advisor at CAPVISOR ASSOCIATES, LLC

Needham, MA | DAWSONVILLE, GA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 14, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPVISOR ASSOCIATES, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 12, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Mar 12, 1998
First registration: Mar 14, 2001
Dual registered: no
Other names: PAUL DEELEY
IAPD individual key: 3034764

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAPVISOR ASSOCIATES, LLC	Institutional manager	Nov 16, 2017	n/a	yes	Needham, MA\|DAWSONVILLE, GA	Current employment
BEACON POINTE ADVISORS, LLC	Independent wealth	Feb 29, 2016	Jul 12, 2017	no	NEEDHAM, MA\|NEWPORT BEACH, CA	Previous registration
ALBERT HEEG INVESTMENT MANAGEMENT	Former SEC adviser	Aug 2, 2011	Mar 30, 2015	no	NEEDHAM, MA\|ALAMEDA, CA	Previous registration
CONGRESS ASSET MANAGEMENT COMPANY, LLP	Mixed wealth	Mar 14, 2001	Nov 29, 2010	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BEACON POINTE ADVISORS, LLC	CAPVISOR ASSOCIATES, LLC	Jul 12, 2017	Nov 16, 2017	127	Firm change	Other
ALBERT HEEG INVESTMENT MANAGEMENT	BEACON POINTE ADVISORS, LLC	Mar 30, 2015	Feb 29, 2016	336	Firm change	Other
CONGRESS ASSET MANAGEMENT COMPANY, LLP	ALBERT HEEG INVESTMENT MANAGEMENT	Nov 29, 2010	Aug 2, 2011	246	Firm change	Other

Relationships

Registered with (4)

→ CAPVISOR ASSOCIATES, LLCRegistered adviserregistration: current employment
Nov 16, 2017 to presentfactForm ADV
→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 29, 2016 to Jul 12, 2017factForm ADV
→ ALBERT HEEG INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Aug 2, 2011 to Mar 30, 2015factForm ADV
→ CONGRESS ASSET MANAGEMENT COMPANY, LLPRegistered adviserregistration: previous registration
Mar 14, 2001 to Nov 29, 2010factForm ADV

Dated events

No dated event names this entity yet.