Ari Menachem Teplitz
Investment adviser representative at Teplitz Financial Group LLC
12 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$131.7MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Teplitz Financial Group LLCSep 2014 to now
- Osaic Wealth, Inc.Oct 2024 to Mar 2026
- American Portfolios Financial Services, Inc.Jul 2014 to Oct 2024
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Teplitz Financial Group LLC
$131.7MAssets managed
188Clients
1Advisers
4 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
- 5816950
- Firm CRD
- 122038