George Wislar has been an investment adviser representative at Princeton Global Asset Management since March 2020, and is not listed among the firm’s executive officers or direct owners.
Princeton Global Asset Management LLC is a Princeton, NJ firm with $921M under management, 365 clients and 17 advisers in one office, as of its March 2026 filing.
George Wislar is Senior Wealth Manager of Princeton Global. He has 35+ years of experience in financial planning, investment management and life coaching, with earlier work at Paine Webber and UBS. He is a former owner of Acuity Wealth Management, LLC and was previously Senior Vice President at UBS Financial Services, Inc.
George Wislar’s longest registration was 6 years at Acuity Wealth Management, LLC (2013–2020). Before joining Princeton Global Asset Management in 2020, George Wislar was registered through Acuity Wealth Management, LLC and Optimal Capital Advisors, LLC.
- – present · 6 yearsPrinceton, NJ · Adviser representative · Firm CRD 146644
- Acuity Wealth Management, LLC– · 6 yearsHopewell, NJ · Adviser representative · Firm CRD 168662
- Optimal Capital Advisors, LLC– · 2 yearsTraverse City, MI · Adviser representative · Firm CRD 144719
- Wislar Investment Management, LLC– · 1 yearPrinceton, NJ · Adviser representative · Firm CRD 146641
- Wislar Wealth Management, LLC– · 6 yearsHopewell, NJ · Adviser representative · Firm CRD 144289
- Usf Advisors, LLC– · 1 yearHouston, TX · Adviser representative · Firm CRD 130569
- UBS Financial Services Inc.– · 4 yearsPrinceton, NJ · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
George Wislar is registered as an investment adviser representative in New Jersey, since March 2020.
- New JerseySince 18 March 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 August 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 March 1987 |
| Series 7 | General Securities Representative Examination | 21 July 1984 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- George Brailsford Wislar
- CRD
- 1283124
- Firm
- Princeton Global Asset Management · CRD 146644
- Office
- 17 HULFISH STREET, SUITE 240, Princeton, NJ 08542
- Registration
- Investment adviser registration
- In the industry since
- July 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- princetonglobal.com
Where does George Wislar work?
George Wislar is an investment adviser representative registered through Princeton Global Asset Management LLC since March 2020, and is not listed among the firm’s executive officers or direct owners.
Is George Wislar a financial advisor?
Yes. George Wislar has a current investment-adviser registration in New Jersey, through Princeton Global Asset Management since March 2020.
How many years of experience does George Wislar have?
George Wislar has 24 years in the financial industry, since July 2002, across 7 adviser firms.
What exams has George Wislar passed?
George Wislar has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in July 1984.
Where did George Wislar work before Princeton Global Asset Management?
Before Princeton Global Asset Management, George Wislar was registered through Optimal Capital Advisors, LLC, October 2010 to August 2013; Wislar Investment Management, LLC, April 2008 to December 2009; Wislar Wealth Management, LLC, July 2007 to August 2013; Usf Advisors, LLC, September 2006 to November 2007; UBS Financial Services Inc., June 2002 to September 2006.
Where is George Wislar based?
George Wislar’s registered office is in Princeton, NJ.
Is George Wislar registered with FINRA?
No. George Wislar has no current broker registration.
How can I verify George Wislar’s record?
Search CRD 1283124 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes George Wislar’s full registration record.
