Paul Gregory Babij
Investment adviser representative at Sundial Wealth LLC
13 yearsExperience
2 statesRegistered in
CFADesignation
$125.8MFirm assets
Are you Paul Gregory Babij? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Sundial Real Estate PartnersNov 2022 to now
- Sundial StudiosNov 2022 to now
- Sundial Wealth LLCMay 2022 to now
- Paul Gregory Babij, Sole ProprietorJun 2021 to now
- Ascent Systematic Advisors LLCSep 2021 to Sep 2022
- Bunkport Capital LLCJan 2018 to Sep 2021
- Norfolk Markets, LLCNov 2013 to Dec 2017
- Trutino Capital ManagementJul 2013 to Dec 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Sundial Wealth LLC
$125.8MAssets managed
58Clients
2Advisers
Under 1 yearIn 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
- 2655181
- Firm CRD
- 321900