PZ
Paul Zablotney
LIBERTY ONE WEALTH ADVISORS
Philadelphia, PA 19103
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CRD#: 7855743
PZ
Professional summary
Paul Zablotney, who also goes by Paul Joseph Zablotney, is a registered financial advisor currently at LIBERTY ONE WEALTH ADVISORS located in Philadelphia, Pennsylvania.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Paul has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul Joseph Zablotney
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.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Zablotney'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®
NoneExperience
Current
January 16, 2026 - Present
LIBERTY ONE WEALTH ADVISORS
Office #1: 2001 Market St. Suite 2500, Philadelphia, PA 19103RIA
CRD#: 315675
Philadelphia, PA
Past
January 30, 2024 - October 17, 2024
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Philadelphia, 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".
LO
LIBERTY ONE WEALTH ADVISORS
LIBERTY ONE WEALTH ADVISORS
CRD#: 315675 / SEC#: 801-130016
RIA
Registered Investment Advisory firm - (4/25/2024 Approved)Delaware
Registered Investment Advisory firm - (5/1/2024 Terminated)Florida
Registered Investment Advisory firm - (5/1/2024 Terminated)Maryland
Registered Investment Advisory firm - (5/6/2024 Terminated)New Jersey
Registered Investment Advisory firm - (5/2/2024 Terminated)New York
Registered Investment Advisory firm - (5/1/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/6/2024 Terminated)Texas
Registered Investment Advisory firm - (5/1/2024 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.Highlighted states indicate IAR registrations
IAR
Pennsylvania(1/16/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/30/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
LO
LIBERTY ONE WEALTH ADVISORS
LIBERTY ONE WEALTH ADVISORS
CRD#: 315675 / SEC#: 801-130016
RIA
Registered Investment Advisory firm - (4/25/2024 Approved)Delaware
Registered Investment Advisory firm - (5/1/2024 Terminated)Florida
Registered Investment Advisory firm - (5/1/2024 Terminated)Maryland
Registered Investment Advisory firm - (5/6/2024 Terminated)New Jersey
Registered Investment Advisory firm - (5/2/2024 Terminated)New York
Registered Investment Advisory firm - (5/1/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/6/2024 Terminated)Texas
Registered Investment Advisory firm - (5/1/2024 Terminated)PREMIUM
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Contact information
Main Address
2001 Market St. Suite 2500, Philadelphia, PA 19103
Mailing Address
Phone number
(215) 776-4918
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 832 |
| AUM (Assets Under Management) | $ 178,357,037 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
