AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
EL

Eric L. Leibowitz

THEPARTNERS WEALTH MANAGEMENT
Freehold, NJ
Some features on this profile are disabled
CRD#: 1711752
EL
Eric Lee LeibowitzTHEPARTNERS WEALTH MANAGEMENT

Professional summary

Eric Lee Leibowitz, AIF® is a registered financial advisor currently at THEPARTNERS WEALTH MANAGEMENT located in Freehold, New Jersey.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Eric has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Lee Leibowitz'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

June 18, 2026 - Present

THEPARTNERS WEALTH MANAGEMENT

RIA
CRD#: 314816
Freehold, NJ
Past

April 16, 2019 - July 17, 2026

BELPOINTE ASSET MANAGEMENT LLC

RIA
CRD#: 143440
Colts Neck, NJ
Past

May 15, 2014 - April 23, 2019

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Colts Neck, NJ
Past

May 9, 2014 - April 23, 2019

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Colts Neck, NJ
Past

September 30, 2004 - June 2, 2014

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
MONROE TOWNSHIP, NJ
Past

October 31, 2003 - June 2, 2014

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
MONROE TOWNSHIP, NJ
Past

May 3, 2002 - September 30, 2004

THE ADVISORS GROUP, INC.

RIA
CRD#: 14035
HAMILTON, NJ
Past

March 18, 1999 - October 31, 2003

THE ADVISORS GROUP, INC.

BD
CRD#: 14035
BETHESDA, MD
Past

October 6, 1992 - March 18, 1999

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

January 3, 1991 - September 23, 1992

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

February 23, 1990 - December 19, 1990

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

July 21, 1987 - January 23, 1989

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096

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".
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | GORDON WEALTH | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS

CRD#: 314816 / SEC#: 801-122637

RIA
Registered Investment Advisory firm - (11/8/2021 Approved)

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
(7/9/2026)
IAR
New Jersey
(6/18/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/1/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/17/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/18/1987
General Securities Representative Examination

Current Firm

TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | GORDON WEALTH | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS

CRD#: 314816 / SEC#: 801-122637

RIA
Registered Investment Advisory firm - (11/8/2021 Approved)
Loading...

Contact information

Main Address
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921
Mailing Address
26 Miramonte Rd, Carmel Valley, CA 93924
Phone number
(800) 324-3010
Established
Firm type
Fiscal year end
# of Employees
33

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THEPARTNERS ADV PART 2A BROCHURE (10/24/2025)
THEPARTNERS ADV PART 2A WRAP BROCHURE (8/12/2025)

Regulatory assets under management

Total Number of Accounts2,304
AUM (Assets Under Management)$ 454,537,144

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.

Company Information

THEPARTNERS WEALTH MANAGEMENT

CRD#: 314816Freehold, NJ

TRUST BUT VERIFY

Monitor Eric Leibowitz

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
HELENA, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
ESTERO, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.