Paul B. Zeitz
Professional summary
Paul Brian Zeitz is a registered financial advisor currently at MONARCH ASSET MANAGEMENT LLC located in Bradenton, Florida.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Paul has worked at 3 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Brian Zeitz's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 25, 2013 - Present
MONARCH ASSET MANAGEMENT LLC
Office #1: 7282 55th Ave. East #166, Bradenton, FL 34203March 13, 1997 - October 5, 1998
THE HUNTINGTON INVESTMENT COMPANY
November 23, 1994 - June 15, 1995
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/25/2013)
(7/3/2013)
(6/25/2024)
Exams
Current Firm
MONARCH ASSET MANAGEMENT LLC
CRD#: 166444 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 105 |
| AUM (Assets Under Management) | $ 70,750,120 |
Red Flags
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