PE
Paul Eichman
OAKTREE ADVISORS LLC
COOPERSBURG, PA 18036
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CRD#: 5732435
PE
Professional summary
Paul Eichman, CFP® is a registered financial advisor currently at OAKTREE ADVISORS LLC located in Coopersburg, Pennsylvania and MADISON AVENUE SECURITIES, LLC located in Coopersburg, Pennsylvania.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Paul has worked at 4 firms and has passed the Series 65, Series 63, SIE 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.
1.) Name: Oaktree Advisors LLC; Investment Related: Yes; Address: 6666 Passer Rd., Coopersburg, PA 18036; Nature of the Business: Sales of Insurance Products; Position: Owner; Hours Per Week: 10-15 Hours; Start Date: 06/1/2010 2.) Name: Oaktree Advisors LLC; Investment Related: Yes; Address: 6666 Passer Rd. Coopersburg, PA 18036; Nature of the Business; Investment Management; Position: Investment Advisor Representative; Hours Per Week: 25-30 Hours; Start Date: 06/2013 Insurance License - PA - Accident and Health, Life and Fixed Annuities, Variable Life / Variable Annuity
CRS (Client Relationship Summary) - RIA
Click below to view Paul Eichman's 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®
Start date: 2013
Experience
Current
August 5, 2013 - Present
OAKTREE ADVISORS LLC
Office #1: 6666 Passer Road Suite 4, Coopersburg, PA 18036RIA
CRD#: 168271
COOPERSBURG, PA
Current
February 18, 2025 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 6666 Passer Rd. Suite 4, Coopersburg, PA 18036RIA
BD
CRD#: 23224
Coopersburg, PA
Past
January 22, 2013 - December 31, 2013
PKS ADVISORY SERVICES, LLC
RIA
CRD#: 125648
BETHLEHEM, PA
Past
December 23, 2009 - February 18, 2025
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Coopersburg, PA
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".
OA
OAKTREE ADVISORS LLC
OAKTREE ADVISORS LLC
CRD#: 168271 / SEC#: 801-129908
RIA
Registered Investment Advisory firm - (4/11/2024 Approved)Florida
Registered Investment Advisory firm - (8/29/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/30/2024 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.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(2/18/2025)
RR
Colorado(2/18/2025)
RR
Delaware(2/18/2025)
IAR
Florida(8/5/2013)
RR
Florida(2/18/2025)
RR
Kansas(5/14/2025)
RR
Maine(2/25/2025)
RR
New Hampshire(2/18/2025)
RR
New Jersey(2/18/2025)
RR
New York(2/18/2025)
RR
Ohio(2/18/2025)
IAR
Pennsylvania(10/22/2013)
RR
Pennsylvania(2/18/2025)
RR
South Carolina(2/18/2025)
RR
Virginia(2/18/2025)
RR
Washington(2/18/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OA
OAKTREE ADVISORS LLC
OAKTREE ADVISORS LLC
CRD#: 168271 / SEC#: 801-129908
RIA
Registered Investment Advisory firm - (4/11/2024 Approved)Florida
Registered Investment Advisory firm - (8/29/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/30/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6666 Passer Road Suite 4, Coopersburg, PA 18036
Mailing Address
Phone number
(610) 882-5670
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 548 |
| AUM (Assets Under Management) | $ 179,250,901 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
OAKTREE ADVISORS LLC
CRD#: 168271Coopersburg, PA 18036TRUST BUT VERIFY
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