Michael
Lehman
Premier Path Wealth Partners, LLC
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About this Advisor
Michael Lehman is a financial advisor based in Madison, New Jersey, working with Premier Path Wealth Partners, LLC. Michael has previously held positions at Merrill Lynch Pierce, Fenner & Smith, Inc, Bank Of America Na, and Premier Path Wealth Partners. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, Michael is part of Premier Path Wealth Partners, LLC, which operates out of Madison, New Jersey. The firm has 8 employees and manages assets totaling $814.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Premier Path Wealth Partners, LLC includes asset-based, hourly, and fixed fees.
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Premier Path Wealth Partners, LLC Brokerage Details
$814,470,813
8
1,622
$502,140
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Michael Lehman Work History
Premier Path Wealth Partners
Bank Of America Na
Merrill Lynch Pierce, Fenner & Smith, Inc
Disclosures
Please visit the SEC profile of Michael Lehman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Premier Path Wealth Partners, LLC
Madison, NJ
Madison, NJ
Madison, NJ
Madison, NJ
Madison, NJ
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