Paul Lebowitz has been an investment adviser representative at Princeton Global Asset Management since April 2019, 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.
Paul Lebowitz’s longest registration was 13 years at Davidson Asset Managment, Inc. (1997–2010). Before joining Princeton Global Asset Management in 2019, Paul Lebowitz was registered through Fountainhead Capital Management, LLC and Davidson Wealth Management LLC.
- – present · 7 yearsBoynton Beach, FL · Adviser representative · Firm CRD 146644
- Fountainhead Capital Management, LLC– · 6 yearsEdison, NJ · Adviser representative · Firm CRD 156185
- Davidson Wealth Management LLC– · 2 yearsManalapan, NJ · Adviser representative · Firm CRD 153227
- Davidson Asset Managment, Inc.– · 13 yearsManalapan, NJ · Adviser representative · Firm CRD 109124
Investment adviser representative registrations
Paul Lebowitz is registered as an investment adviser representative in 2 states. The first approvals date from April 2019; the most recent is Florida, in February 2024.
- FloridaSince 22 February 2024
- New JerseySince 15 April 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 23 March 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 April 1987 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 March 1987 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Paul A Lebowitz
- CRD
- 1641591
- Firm
- Princeton Global Asset Management · CRD 146644
- Office
- Boynton Beach, FL
- Registration
- Investment adviser registration
- In the industry since
- March 1987
- Disciplinary history
- Not yet shown here · SEC record
Where does Paul Lebowitz work?
Paul Lebowitz is an investment adviser representative registered through Princeton Global Asset Management LLC since April 2019, and is not listed among the firm’s executive officers or direct owners.
Is Paul Lebowitz a financial advisor?
Yes. Paul Lebowitz has a current investment-adviser registration in Florida and New Jersey, through Princeton Global Asset Management since April 2019.
How many years of experience does Paul Lebowitz have?
Paul Lebowitz has 39 years in the financial industry, since March 1987, across 4 adviser firms.
What exams has Paul Lebowitz passed?
Paul Lebowitz has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in March 1987. FINRA credited Paul Lebowitz with the SIE, which began in October 2018.
Where did Paul Lebowitz work before Princeton Global Asset Management?
Before Princeton Global Asset Management, Paul Lebowitz was registered through Fountainhead Capital Management, LLC, November 2012 to January 2019; Davidson Wealth Management LLC, April 2010 to November 2012; Davidson Asset Managment, Inc., June 1997 to June 2010.
Where is Paul Lebowitz based?
Paul Lebowitz’s registered office is in Boynton Beach, FL.
Is Paul Lebowitz registered with FINRA?
No. Paul Lebowitz has no current broker registration.
How can I verify Paul Lebowitz’s record?
Search CRD 1641591 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Lebowitz’s full registration record.
