Paul G. Liebezeit

MMA SECURITIES LLC

Conshohocken, PA 19428

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CRD#: 2537354

Professional summary

Paul George Liebezeit, CFP®, who also goes by Paul G Liebezeit, is a registered financial advisor currently at MMA SECURITIES LLC located in Conshohocken, Pennsylvania and MMA ASSET MANAGEMENT LLC located in Conshohocken, Pennsylvania.

Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Paul has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul G Liebezeit

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. Investment adviser representative of MMA ASSET MANAGEMENT LLC (161 Washington Street, Suite 1200, Conshohocken, PA), an affiliate of MMA Securities LLC. Provides wealth management and financial planning services. - TIME SPENT up to approximately 90% 2. The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA Agency", 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities (up to approximately 10% of his time) for MMA Agency (e.g. support for its life insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities activities remain subject to the Firm's supervisory framework. 3. Academy of Notre Dame. Investment-related. Villanova, Pennsylvania. Private preparatory school. Co-chairman of the investment committee which oversees the outside management of the endowment account. Start Date - Feb. 28, 2021. Approximate time spent on this activity: 2 hours per quarter. Zero hours spent during securities trading hours. 4. :Academy of Notre Dame de Namur; Non-Investment related; 560 Sproul Rd, Villanova, PA 19085; Education / 501(c)(3; Trustee/Board Member; Start Date-8.01.2024; Devote 1 hour per month, Zero hours spent during securities trading hours; : Setting strategy, and endowment oversight

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul George Liebezeit'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: 2005

Experience

Current

May 29, 2019 - Present

MMA SECURITIES LLC

Office #1: Eight Tower Bridge, Suite 1200, Conshohocken, PA 19428

RIA

CRD#: 44254

Conshohocken, PA

Current

January 16, 2020 - Present

MMA ASSET MANAGEMENT LLC

Office #1: 161 Washington Street Suite 1200, Conshohocken, PA 19428

RIA

CRD#: 155426

CONSHOHOCKEN, PA

Current

January 3, 2020 - Present

MMA SECURITIES LLC

Office #1: Eight Tower Bridge, Suite 1200, Conshohocken, PA 19428

RIA

CRD#: 44254

Conshohocken, PA

Past

November 19, 2014 - January 27, 2020

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Pittsburg, PA

Past

November 12, 2012 - November 14, 2016

THE CENTURION GROUP, LLC

RIA

CRD#: 155430

PLYMOUTH MEETING, PA

Past

December 1, 2010 - October 17, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

PLYMOUTH MEETING, PA

Past

December 1, 2010 - October 17, 2014

LPL FINANCIAL LLC

CRD#: 6413

PLYMOUTH MEETING, PA

Past

November 24, 2010 - December 31, 2019

MMA ASSET MANAGEMENT LLC

RIA

CRD#: 155426

PLYMOUTH MEETING, PA

Past

October 2, 2009 - December 1, 2010

NRP ADVISORS, INC.

RIA

CRD#: 141430

PLYMOUTH MEETING, PA

Past

October 2, 2009 - December 1, 2010

NRP FINANCIAL, INC.

CRD#: 103717

PLYMOUTH MEETING, PA

Past

June 1, 2009 - October 5, 2009

MORGAN STANLEY

CRD#: 149777

WAYNE, PA

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

WAYNE, PA

Past

November 6, 1997 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

WAYNE, PA

Past

October 19, 1994 - October 2, 1997

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, 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".

MMA ASSET MANAGEMENT LLC

CENTURION ASSET MANAGEMENT | MMA ASSET MANAGEMENT LLC | COMPASS FINANCIAL PARTNERS | CENTURION ASSET MANAGEMENT, LLC

CRD#: 155426 / SEC#: 801-71975

RIA

Registered Investment Advisory firm - (11/10/2010 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

Arizona
(2/11/2020)

California
(1/3/2020)

IAR

California
(6/2/2025)

Florida
(2/7/2020)

Illinois
(2/21/2020)

Maryland
(1/3/2020)

Michigan
(1/29/2020)

New Jersey
(1/14/2020)

IAR

New Jersey
(6/2/2025)

New York
(8/6/2021)

Oregon
(1/29/2020)

IAR

Pennsylvania
(5/29/2019)

Pennsylvania
(1/28/2020)

Virginia
(1/27/2020)

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 65

Date: 1/21/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/24/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/14/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/18/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/10/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/25/2011

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MMA ASSET MANAGEMENT LLC

CENTURION ASSET MANAGEMENT | MMA ASSET MANAGEMENT LLC | COMPASS FINANCIAL PARTNERS | CENTURION ASSET MANAGEMENT, LLC

CRD#: 155426 / SEC#: 801-71975

RIA

Registered Investment Advisory firm - (11/10/2010 Approved)

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Contact information

Main Address

161 Washington Street Suite 1200, Conshohocken, PA 19428

Mailing Address

1166 Avenue Of The Americas, New York, NY 10036

Phone number

(610) 684-3200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MMA ASSET MANAGEMENT - INSTITUTIONAL FIRM BROCHURE 03.2025 (3/27/2025)

MMA ASSET MANAGEMENT - RETAIL FIRM BROCHURE 03.2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	555
AUM (Assets Under Management)	$ 715,242,096

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 G. Liebezeit

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul George Liebezeit's CRS (Customer Relationship Summary).

Certified licenses

Experience

MMA ASSET MANAGEMENT LLC

MMA SECURITIES LLC

PURSHE KAPLAN STERLING INVESTMENTS

THE CENTURION GROUP, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MMA ASSET MANAGEMENT LLC

NRP ADVISORS, INC.

NRP FINANCIAL, INC.

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MMA ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/21/1998

Series 63

Date: 2/24/1995

SIE

Date: 10/1/2018

Series 31

Date: 5/14/2002

Series 7

Date: 12/18/1997

Series 6

Date: 10/10/1994

Series 24

Date: 6/25/2011

FINRA

Current Firm

MMA ASSET MANAGEMENT LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MMA ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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