Paul Hershiser has been Member & Chief Operations Officer of Haven Private since December 2023, is a control person of the firm and directly owns under 5% of it. Paul Hershiser holds a Bachelor of Science in Marketing from the University of Alabama Birmingham.
Haven Private, LLC is an Orlando, FL firm with $428M under management, 186 clients and 5 advisers in one office, as of its April 2026 filing.
Judd Hershiser is COO, Executive Managing Director of Haven Private LLC, where he is a founding partner and wealth advisor. He founded Haven Private's predecessor company in 2009. He began his career in the investment industry with Smith Barney in Atlanta.
Paul Hershiser’s longest registration was 14 years at Haven Private (2009–2024). Before joining Haven Private in 2024, Paul Hershiser was registered through Haven Private and HCM, LLC.
- Haven Private– · 14 yearsOrlando, FL · Adviser representative · Firm CRD 141006
- HCM, LLC– · 4 yearsOrlando, FL · Adviser representative · Firm CRD 135154
- WRH Capital Management, LLP– · 8 yearsOrlando, FL · Adviser representative · Firm CRD 108892
Investment adviser representative registrations
Paul Hershiser is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2024; the most recent is Texas, in July 2024.
- FloridaSince 4 February 2024
- TexasResidentSince 10 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 25 March 1993 |
| Series 7 | General Securities Representative Examination | 11 March 1993 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Paul Judson Hershiser
- CRD
- 2311230
- Firm
- Haven Private · CRD 329012
- Role
- Member & Chief Operations Officer
- Office
- 976 LAKE BALDWIN LANE, SUITE 201, Orlando, FL 32814
- Registration
- Investment adviser registration
- In the industry since
- July 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- havenprivate.com
Where does Paul Hershiser work?
Paul Hershiser has been Member & Chief Operations Officer of Haven Private, LLC since December 2023, and is a control person of the firm.
Is Paul Hershiser a financial advisor?
Yes. Paul Hershiser has a current investment-adviser registration in Florida and Texas, through Haven Private since February 2024.
How many years of experience does Paul Hershiser have?
Paul Hershiser has 30 years in the financial industry, since July 1996, across 4 adviser firms.
What exams has Paul Hershiser passed?
Paul Hershiser has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in March 1993.
Where did Paul Hershiser work before Haven Private?
Before Haven Private, Paul Hershiser was registered through HCM, LLC, May 2005 to August 2009; WRH Capital Management, LLP, June 1996 to June 2005.
Where is Paul Hershiser based?
Paul Hershiser’s registered office is in Orlando, FL.
Is Paul Hershiser registered with FINRA?
No. Paul Hershiser has no current broker registration.
How can I verify Paul Hershiser’s record?
Search CRD 2311230 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Hershiser’s full registration record.
