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Paul A Lebowitz

Investment adviser representative at Princeton Global Asset Management LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$921.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

14 years in the industry.

  1. Princeton Global Asset Management LLCJan 2019 to now
  2. Chelsea Financial ServicesMar 2017 to now
  3. Abrahamsenrock, Llc/fountainheadNov 2012 to Jan 2019

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1987

State registrations

Registered as an investment adviser representative in 2 states (FL, NJ).

Princeton Global Asset Management LLC

$921.3MAssets managed
365Clients
21Advisers
16 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1641591
Firm CRD
146644
Advisor's SEC record (opens in a new tab)
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