Unclaimed Profile

Gary Wayne Lisenbee

ARISTOTLE CREDIT PARTNERS, LLC·NEWPORT BEACH, California

Series 7, Series 65Clean record26 years registeredARISTOTLE CREDIT PARTNERS, LLC

840 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 1028756Firm CRD# 169959

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Wayne Lisenbee · NEWPORT BEACH, CA

Registration

CRD #1028756 · ARISTOTLE CREDIT PARTNERS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ARISTOTLE CREDIT PARTNERS, LLC

ARISTOTLE CAPITAL MANAGEMENT, LLC

Jul 2015 – Aug 2024

LOS ANGELES, CA

METROPOLITAN WEST CAPITAL MANAGEMENT, LLC

Dec 1999 – Dec 2014

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · December 23, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARISTOTLE CREDIT PARTNERS, LLC

CRD 169959 · SEC 801-78984

AUM

$947M

Regulatory assets under management

Employees

358 client accounts

Services offered by ARISTOTLE CREDIT PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at ARISTOTLE CREDIT PARTNERS, LLC →

Introduction

Speak with Gary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gary is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEWPORT BEACH?

Browse all registered financial advisors in NEWPORT BEACH, California or claim this profile if it's yours.

Browse NEWPORT BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Gary Wayne Lisenbee offer?

Gary Wayne Lisenbee specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Gary Wayne Lisenbee's credentials?

Gary Wayne Lisenbee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Wayne Lisenbee located?

Gary Wayne Lisenbee is based in NEWPORT BEACH, California, last registered with ARISTOTLE CREDIT PARTNERS, LLC.

How does Gary Wayne Lisenbee charge for services?

Gary Wayne Lisenbee's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARISTOTLE CREDIT PARTNERS, LLC?

ARISTOTLE CREDIT PARTNERS, LLC has approximately 4 employees and manages $947M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →