Deborah J. Paulhus

BUCKMAN ADVISORY GROUP LLC

ny, NY

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CRD#: 1728390

Professional summary

Deborah Joan Paulhus is a registered financial advisor currently at BUCKMAN ADVISORY GROUP LLC located in Ny, New York and BUCKMAN, BUCKMAN & REID, INC. located in Little Silver, New Jersey.

Deborah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Deborah has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

LICENSED REALTOR--FLORIDA,BEACHFRONT REALTY,517 ARTHUR GODFREY ROAD,MIAMI BEACH,FL.33140--AGENT PART TIME APPROX. 2-3 HOURS A MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Joan Paulhus'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®

None

Experience

Current

October 16, 2025 - Present

BUCKMAN ADVISORY GROUP LLC

RIA

CRD#: 131688

ny, NY

Current

October 17, 2016 - Present

BUCKMAN, BUCKMAN & REID, INC.

Office #1: 44 Church St., Little Silver, NJ 07739

CRD#: 23407

Little Silver, NJ

Past

July 31, 2014 - October 17, 2014

BENJAMIN & JEROLD BROKERAGE I, LLC

CRD#: 29110

NEW YORK, NY

Past

August 15, 2011 - July 31, 2012

BRILL SECURITIES, INC.

CRD#: 18565

NEW YORK, NY

Past

January 11, 2008 - December 9, 2010

IICC - TRADECO, INC.

CRD#: 13205

HOUSTON, TX

Past

July 27, 1999 - January 5, 2006

BRILL SECURITIES, INC.

CRD#: 18565

NEW YORK, NY

Past

March 8, 1996 - September 4, 1997

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

July 31, 1993 - March 20, 1996

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

October 22, 1990 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

November 30, 1988 - October 8, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

October 19, 1988 - December 12, 1988

BARRETT DAY SECURITIES, INC.

CRD#: 17717

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".

BUCKMAN ADVISORY GROUP LLC

CRD#: 131688 / SEC#: 801-63540

RIA

Registered Investment Advisory firm - (9/24/2004 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New Jersey
(10/17/2016)

IAR

New Jersey
(10/16/2025)

New York
(10/17/2016)

IAR

New York
(10/16/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/8/2025

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/24/1988

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: 10/15/1988

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BUCKMAN ADVISORY GROUP LLC

CRD#: 131688 / SEC#: 801-63540

RIA

Registered Investment Advisory firm - (9/24/2004 Approved)

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Contact information

Main Address

44 Church Street, Little Silver, NJ 07739

Mailing Address

Phone number

(732) 530-0303

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEC FORM ADV PART 2A DISCLOSURE BROCHURE (6/2/2025)

Regulatory assets under management

Total Number of Accounts	834
AUM (Assets Under Management)	$ 236,142,403

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/30/2025	Cover Page	Report
11/20/2024	Cover Page	Report
03/04/2024	Cover Page	Report
07/05/2022	Cover Page	Report

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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Firm Stability Insights

Deborah J. Paulhus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Joan Paulhus's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUCKMAN, BUCKMAN & REID, INC.

BENJAMIN & JEROLD BROKERAGE I, LLC

BRILL SECURITIES, INC.

IICC - TRADECO, INC.

BRILL SECURITIES, INC.

PRUDENTIAL EQUITY GROUP, LLC

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BARRETT DAY SECURITIES, INC.

Primary Firm SEC Registration

BUCKMAN ADVISORY GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/8/2025

Series 63

Date: 10/24/1988

SIE

Date: 10/1/2018

Series 7

Date: 10/15/1988

FINRA

Current Firm

BUCKMAN ADVISORY GROUP LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BUCKMAN ADVISORY GROUP LLC

TRUST BUT VERIFY

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