Unclaimed Profile

Paul George Liebezeit

MMA ASSET MANAGEMENT LLC·CONSHOHOCKEN, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 31, Series 63, Series 65CFP16 years registeredMMA ASSET MANAGEMENT LLC

EIGHT TOWER BRIDGE, CONSHOHOCKEN, PA 19428CRD# 2537354Firm CRD# 155426

Profile Verification

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

Identity

Paul George Liebezeit · CONSHOHOCKEN, PA

Registration

CRD #2537354 · MMA ASSET MANAGEMENT LLC · 16 years registered

Brand Profile

Not yet started

Career History

MMA ASSET MANAGEMENT LLC

Jan 2020 – present

MMA SECURITIES LLC

May 2019 – present

THE CENTURION GROUP, LLC

Nov 2012 – Nov 2016

PLYMOUTH MEETING, PA

LPL FINANCIAL LLC

Dec 2010 – Oct 2014

PLYMOUTH MEETING, PA

CENTURION ASSET MANAGEMENT, LLC

Nov 2010 – Dec 2019

PLYMOUTH MEETING, PA

NRP ADVISORS, INC.

Oct 2009 – Dec 2010

PLYMOUTH MEETING, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · October 2, 2009

Years registered · 16

Professional designation · CFP

Disclosure History

2016Regulatory·Final

2014Employment Separation After Allegations

2 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

MMA ASSET MANAGEMENT LLC

CRD 155426 · SEC 801-71975

AUM

$638M

Regulatory assets under management

Employees

534 client accounts

Services offered by MMA ASSET MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MMA ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Paul George Liebezeit offer?

Paul George Liebezeit specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.

What are Paul George Liebezeit's credentials?

Paul George Liebezeit holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul George Liebezeit located?

Paul George Liebezeit is based in CONSHOHOCKEN, Pennsylvania, working with MMA ASSET MANAGEMENT LLC. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.

How does Paul George Liebezeit charge for services?

Paul George Liebezeit'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 MMA ASSET MANAGEMENT LLC?

MMA ASSET MANAGEMENT LLC has approximately 17 employees and manages $638M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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