Boaz Witelson

SENSUS INVESTMENT MANAGEMENT

Englewood Cliffs, NJ 07632

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CRD#: 4618473

Professional summary

Boaz Witelson is a registered financial advisor currently at SENSUS INVESTMENT MANAGEMENT located in Englewood Cliffs, New Jersey.

Boaz is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Boaz has worked at 2 firms and has passed the Series 65, Series 63, Series 55 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.

OXIA LLC, INVESTMENT RELATED, TENAFLY, NJ, HEDGE FUND, MANAGING MEMBER, 08/2004, 40, 40, PORTFOLIO MANAGER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Boaz Witelson'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

January 11, 2024 - Present

SENSUS INVESTMENT MANAGEMENT

Office #1: 560 Sylvan Avenue, Englewood Cliffs, NJ 07632

RIA

CRD#: 145961

Englewood Cliffs, NJ

Past

November 26, 2008 - June 7, 2023

SENSUS INVESTMENT MANAGEMENT

RIA

CRD#: 145961

ENGLEWOOD CLIFFS, NJ

Past

January 6, 2004 - August 13, 2004

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

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
(1/11/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/24/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/17/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 55

Date: 2/23/2004

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 6/14/2000

General Securities Representative Examination

Current Firm

SENSUS INVESTMENT MANAGEMENT

CRD#: 145961 / SEC#: 801-68660

RIA

Registered Investment Advisory firm - (6/7/2023 Terminated)

New Jersey

Registered Investment Advisory firm - (1/11/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

560 Sylvan Avenue, Englewood Cliffs, NJ 07632

Mailing Address

Phone number

(888) 736-7871

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 57,174,800

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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Boaz Witelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Boaz Witelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SENSUS INVESTMENT MANAGEMENT

SENSUS INVESTMENT MANAGEMENT

J.P. MORGAN SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/24/2008

Series 63

Date: 12/17/2003

Series 55

Date: 2/23/2004

Series 7

Date: 6/14/2000

Current Firm

SENSUS INVESTMENT MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SENSUS INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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