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Our financial advice team


Paul Streeter, Financial Advisor serving the Melbourne, FL area - Ameriprise Advisors

Paul Streeter

APMA, AAMS

Financial Advisor

Gratium Wealth Planning
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Financial planning for small business
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Insurance
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • AAMS™ Accredited Asset Management Specialist™
  • FINRA SIE License - Securities Industry Essentials
  • FINRA Series 7 License - General Securities Representative
  • FINRA Series 66 License - Uniform Combined State Law
  • Life, Accident & Health Insurance License

Awards & recognition

  • Gratium Wealth Planning, Ameriprise Client Experience Award, 2020-2023
  • Gratium Wealth Planning, Forbes Best-in-State Wealth Management Teams, 2025

Community participation

Interests

As a first generation immigrant to the USA I enjoy life in the context of being a part of our nations fabric and moreover, my personal commitment the American Dream. I work everyday to make not only the life for my family better but that of all those families I can positively effect, professionally and socially, wherever life takes me.