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PL

Paul G. Liebezeit

MMA SECURITIES
Conshohocken, PA 19428
CRD#: 2537354
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PL
Paul George LiebezeitMMA SECURITIES

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.
The advisor shows no other business activity.

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
BD
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
BD
CRD#: 44254
Conshohocken, PA
Past

November 19, 2014 - January 27, 2020

PURSHE KAPLAN STERLING INVESTMENTS

BD
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

BD
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.

BD
CRD#: 103717
PLYMOUTH MEETING, PA
Past

June 1, 2009 - October 5, 2009

MORGAN STANLEY

BD
CRD#: 149777
WAYNE, PA
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
WAYNE, PA
Past

November 6, 1997 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
WAYNE, PA
Past

October 19, 1994 - October 2, 1997

FORESTERS FINANCIAL SERVICES, INC.

BD
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".
MA
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.
RR
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

RR
Arizona
(2/11/2020)
RR
California
(1/3/2020)
IAR
California
(6/2/2025)
RR
Florida
(2/7/2020)
RR
Illinois
(2/21/2020)
RR
Maryland
(1/3/2020)
RR
Michigan
(1/29/2020)
RR
New Jersey
(1/14/2020)
IAR
New Jersey
(6/2/2025)
RR
New York
(8/6/2021)
RR
Oregon
(1/29/2020)
IAR
Pennsylvania
(5/29/2019)
RR
Pennsylvania
(1/28/2020)
RR
Virginia
(1/27/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/21/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/24/1995
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 31
Date: 5/14/2002
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 12/18/1997
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/10/1994
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/25/2011
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MA
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
17

SEC notice filing (32 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 Accounts555
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.

Company Information

MMA ASSET MANAGEMENT LLC

CRD#: 155426Conshohocken, PA 19428

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