Unclaimed Profile

Michael John Lehman

PREMIER PATH WEALTH PARTNERS, LLC·MADISON, New Jersey

SIE, Series 7, Series 63, Series 66CFP22 years registeredPREMIER PATH WEALTH PARTNERS, LLC

7 GIRALDA FARMS, MADISON, NJ 07940CRD# 2709399Firm CRD# 325300

Profile Verification

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

Identity

Michael John Lehman · MADISON, NJ

Registration

CRD #2709399 · PREMIER PATH WEALTH PARTNERS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

PREMIER PATH WEALTH PARTNERS, LLC

May 2023 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2010 – May 2023

FLORHAM PARK, NJ

WELLS FARGO ADVISORS, LLC

Jan 2004 – Sep 2010

SUMMIT, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · January 8, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

2008Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PREMIER PATH WEALTH PARTNERS, LLC

CRD 325300 · SEC 801-127703

AUM

$814M

Regulatory assets under management

Employees

1,622 client accounts

Services offered by PREMIER PATH WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PREMIER PATH WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael John Lehman offer?

Michael John Lehman specializes in Financial Planning, Investment Management. Contact their office in MADISON, New Jersey for a consultation.

What are Michael John Lehman's credentials?

Michael John Lehman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael John Lehman located?

Michael John Lehman is based in MADISON, New Jersey, working with PREMIER PATH WEALTH PARTNERS, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.

How does Michael John Lehman charge for services?

Michael John Lehman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PREMIER PATH WEALTH PARTNERS, LLC?

PREMIER PATH WEALTH PARTNERS, LLC has approximately 8 employees and manages $814M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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