Paul A. Lebowitz

PRINCETON GLOBAL ASSET MANAGEMENT LLC

Boynton Beach, FL

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CRD#: 1641591

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul Alexander Lebowitz

Other business activities

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.

Princeton Global Asset Management - Investment Advisor

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul A Lebowitz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Current

April 15, 2019 - Present

PRINCETON GLOBAL ASSET MANAGEMENT LLC

RIA

CRD#: 146644

Boynton Beach, FL

Past

April 12, 2017 - November 21, 2022

CHELSEA FINANCIAL SERVICES

CRD#: 47770

STATEN ISLAND, NY

Past

November 10, 2015 - June 27, 2016

FSIC

CRD#: 37813

Edison, NJ

Past

November 28, 2012 - August 10, 2015

SECUREVEST FINANCIAL GROUP

CRD#: 10100

EDISON, NJ

Past

November 21, 2012 - January 22, 2019

FOUNTAINHEAD ADVISORS

RIA

CRD#: 156185

EDISON, NJ

Past

April 8, 2010 - November 26, 2012

DAVIDSON WEALTH MANAGEMENT LLC

RIA

CRD#: 153227

MANALAPAN, NJ

Past

June 2, 1997 - June 29, 2010

DAVIDSON ASSET MANAGMENT, INC.

RIA

CRD#: 109124

MANALAPAN, NJ

Past

February 3, 1993 - November 16, 2012

OSAIC WEALTH, INC.

CRD#: 23131

MANALAPAN, NJ

Past

May 23, 1989 - February 4, 1993

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

March 27, 1987 - May 23, 1989

PENNSYLVANIA SECURITIES COMPANY

CRD#: 7667

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PRINCETON GLOBAL ASSET MANAGEMENT LLC

CRD#: 146644 / SEC#: 801-71305

RIA

Registered Investment Advisory firm - (4/9/2010 Approved)

Texas

Registered Investment Advisory firm - (4/22/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(2/22/2024)

IAR

New Jersey
(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

State Security Law Exam

Series 63

Date: 4/9/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/23/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/26/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PRINCETON GLOBAL ASSET MANAGEMENT LLC

CRD#: 146644 / SEC#: 801-71305

RIA

Registered Investment Advisory firm - (4/9/2010 Approved)

Texas

Registered Investment Advisory firm - (4/22/2010 Terminated)

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Contact information

Main Address

17 Hulfish Street Suite 240, Princeton, NJ 08542

Mailing Address

Phone number

(609) 945-1781

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PRINCETON GLOBAL ASSET MANAGEMENT, LLC FORM ADV PART 2A: FIRM BROCHURE (5/13/2025)

Regulatory assets under management

Total Number of Accounts	1,164
AUM (Assets Under Management)	$ 782,787,247

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Paul A. Lebowitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul A Lebowitz's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHELSEA FINANCIAL SERVICES

FSIC

SECUREVEST FINANCIAL GROUP

FOUNTAINHEAD ADVISORS

DAVIDSON WEALTH MANAGEMENT LLC

DAVIDSON ASSET MANAGMENT, INC.

OSAIC WEALTH, INC.

CETERA WEALTH SERVICES, LLC

PENNSYLVANIA SECURITIES COMPANY

Primary Firm SEC Registration

PRINCETON GLOBAL ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/9/1987

SIE

Date: 10/1/2018

Series 7

Date: 3/23/2000

Series 6

Date: 3/26/1987

Current Firm

PRINCETON GLOBAL ASSET MANAGEMENT LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRINCETON GLOBAL ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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