Paul A Lebowitz
CFP®Professional Summary
Paul A Lebowitz, CFP®, who also goes by Paul Alexander Lebowitz, is a registered financial advisor currently at PRINCETON GLOBAL ASSET MANAGEMENT LLC located in Boynton Beach, Florida. Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Paul has worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Paul Alexander Lebowitz
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
PRINCETON GLOBAL ASSET MANAGEMENT LLC
Contact Information
Main Address
17 Hulfish Street Suite 240, Princeton, NJ 08542Phone Number
(609) 945-1781# of Employees
22SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,229AUM (Assets Under Management)
$921,324,613Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
PRINCETON GLOBAL ASSET MANAGEMENT LLC
State Registrations and Notice Filings
(2/22/2024)
(4/15/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1987About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Paul A Lebowitz's CRS (Customer Relationship Summary).
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