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Michael Babyak Jr, Ii

PRECISION FINANCIAL SERVICES
Mine Hill, NJ 07803
Some features on this profile are disabled
CRD#: 2376943
MB

Professional summary


Michael Babyak Jr, Ii was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Prior to being barred, Michael has worked at 3 firms, which includes LEIGH BALDWIN & CO. LLC, LPL FINANCIAL LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michael Babyak Jr | Michael Babyak Jr Ii

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.
1. 08/06/1998: PRECISION FINANCIAL SERVICES INC. - NON-VARIABLE INSURANCE DBA - INS TYPE: FIXED INSURANCE, OWNER 2. 05/11/2015: BV Realty LLC - INV REL - 350 Route 46 Mine Hill, NJ 07803 - Real Estate Rental - START 10/01/2015 - 5 HOURS PER MONTH, 0 DURING TRADING - OWNER 3. 11/11/2022: Northfield Development - Investment related; Real Estate Development; Member; Guide entities from a financial perspective; 5% of time spent on this activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Babyak Jr, Ii'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

November 12, 2008 - Present

PRECISION FINANCIAL SERVICES

Office #1: 350 Us Highway 46, Mine Hill, NJ 07803Office #2: 350 Route 46, Mine Hill, NJ 07803
RIA
CRD#: 147872
Mine Hill, NJ
Past

December 2, 2015 - September 19, 2016

LEIGH BALDWIN & CO., LLC

BD
CRD#: 38751
Mine Hill, NJ
Past

July 15, 1996 - July 21, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
MINE HILL, NJ
Past

January 19, 1994 - December 4, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
MINE HILL, NJ

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".
PF
PRECISION FINANCIAL SERVICES
PFS PARTNERS LLC | PRECISION FINANCIAL SERVICES | PFS PARTNERS, LLC

CRD#: 147872 / SEC#: 801-77867

RIA
Registered Investment Advisory firm - (4/15/2013 Approved)
Colorado
Registered Investment Advisory firm - (4/16/2013 Terminated)
New Jersey
Registered Investment Advisory firm - (5/10/2013 Terminated)
New York
Registered Investment Advisory firm - (4/16/2013 Terminated)

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
New Jersey
(11/12/2008)
IAR
Texas
(6/25/2013)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/30/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/15/1996
General Securities Principal Examination

Current Firm


PF
PRECISION FINANCIAL SERVICES
PFS PARTNERS LLC | PRECISION FINANCIAL SERVICES | PFS PARTNERS, LLC

CRD#: 147872 / SEC#: 801-77867

RIA
Registered Investment Advisory firm - (4/15/2013 Approved)
Colorado
Registered Investment Advisory firm - (4/16/2013 Terminated)
New Jersey
Registered Investment Advisory firm - (5/10/2013 Terminated)
New York
Registered Investment Advisory firm - (4/16/2013 Terminated)
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Contact information


Main Address
350 Us Highway 46, Mine Hill, NJ 07803
Mailing Address
Phone number
(973) 927-6300
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (13 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (9/16/2025)

Regulatory assets under management


Total Number of Accounts1,302
AUM (Assets Under Management)$ 367,739,053

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


PRECISION FINANCIAL SERVICES

CRD#: 147872Mine Hill, NJ 07803

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