AdvisorOS Directory
Claim Profile
Unclaimed Profile
BW

Boaz Witelson

SENSUS INVESTMENT MANAGEMENT GROUP LLC·ENGLEWOOD CLIFFS, New Jersey
Series 7, Series 55, Series 63, Series 65Clean record17 years registeredSENSUS INVESTMENT MANAGEMENT GROUP LLC
560 SYLVAN AVENUE, ENGLEWOOD CLIFFS, NJ 07632CRD# 4618473Firm CRD# 145961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Boaz Witelson · ENGLEWOOD CLIFFS, NJ
Registration
CRD #4618473 · SENSUS INVESTMENT MANAGEMENT GROUP LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

SENSUS INVESTMENT MANAGEMENT
Jan 2024 – present
SENSUS INVESTMENT MANAGEMENT
Nov 2008 – Jun 2023
ENGLEWOOD CLIFFS, NJ
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 55
Series 63
Series 65
Registration record
First registered · November 26, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SENSUS INVESTMENT MANAGEMENT GROUP LLC
CRD 145961 · SEC 801-68660
AUM
$51M
Regulatory assets under management
Employees
1
9 client accounts
Services offered by SENSUS INVESTMENT MANAGEMENT GROUP LLC
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SENSUS INVESTMENT MANAGEMENT GROUP LLC →
Introduction

Speak with Boaz

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

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

Looking for a financial advisor in ENGLEWOOD CLIFFS?

Browse all registered financial advisors in ENGLEWOOD CLIFFS, New Jersey or claim this profile if it's yours.

Browse ENGLEWOOD CLIFFS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Boaz Witelson offer?
Boaz Witelson specializes in Investment Management, Fee-Only Advisory. Contact their office in ENGLEWOOD CLIFFS, New Jersey for a consultation.
What are Boaz Witelson's credentials?
Boaz Witelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Boaz Witelson located?
Boaz Witelson is based in ENGLEWOOD CLIFFS, New Jersey, working with SENSUS INVESTMENT MANAGEMENT GROUP LLC. Their office serves clients in the ENGLEWOOD CLIFFS metropolitan area and surrounding communities.
How does Boaz Witelson charge for services?
Boaz Witelson'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 SENSUS INVESTMENT MANAGEMENT GROUP LLC?
SENSUS INVESTMENT MANAGEMENT GROUP LLC has approximately 1 employees and manages $51M 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 →

More Advisors in ENGLEWOOD CLIFFS, New Jersey

Noah A Kolatch
REDWOOD CAPITAL MANAGEMENT, LLC·ENGLEWOOD CLIFFS, NJ
Sam S Kim
BOND STREET CAPITAL LLC·ENGLEWOOD CLIFFS, NJ
Thomas Skelly Lewis
GLUSKIN SHEFF + ASSOCIATES (US) INC.·ENGLEWOOD CLIFFS, NJ
Mitchell Lester Sacks
GRAND SLAM ASSET MANAGEMENT, LLC·ENGLEWOOD CLIFFS, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)
City Guides
JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile