About our Firm
Our Team
Paul T. Lysan has worked in the investment and financial services industry for nearly twenty years. Prior to starting an investment advisory, financial planning, and public accounting practice in Wakefield, MA he had Wall Street experience as a Vice President for 3 ½ years with Tucker Anthony Incorporated, a full service brokerage firm in Boston, MA. His professional experience includes the following affiliations: investment analyst for FFPS Brokerage, Inc. a financial planning subsidiary of The Travelers; investment analyst for Aetna Realty Investors; financial officer and mutual fund consultant for Newcomb & Company, Inc; bank examiner for the Federal Deposit Insurance Corporation; and principal of Atlantic Securities and Capital Management, Inc., an NASD registered broker-dealer.
He earned an MBA degree in Finance from the Wharton Business School, University of Pennsylvania in 1983 and a BA in Economics from Cornell University in 1979. Mr. Lysan has also completed continuing and professional education courses in taxation and accounting at Bentley College in 1990.
Mr. Lysan has been a Certified Public Accountant (CPA) in Massachusetts since 1995, is a Chartered Financial Analyst (CFA) and is an Investment Advisor Representative with Investors Capital Advisory Services. He holds Series 7, 24, 27 and 65 securities licenses with FINRA and is a registered representative in Massachusetts, New Hampshire and Florida. He is also a licensed insurance agent in Massachusetts.
He is a member of the Association for Investment Management and Research, Boston Security Analyst’s Society, and the Massachusetts Society of Certified Public Accountants.
paul@ptlcpa.com 978-535-7600
