Paul Eichman
Investment adviser representative at Oaktree Advisors LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$282.8MFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Madison Avenue SecuritiesFeb 2025 to now
- Oaktree Advisors LLCJul 2013 to now
- Pks AdvisoryMay 2013 to Feb 2025
- Purshe Kaplan Sterling InvestmentsNov 2009 to Feb 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (PA).
Oaktree Advisors LLC
$282.8MAssets managed
386Clients
7Advisers
2 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
- 5732435
- Firm CRD
- 168271