Paul Lehman, financial advisor Strongsville OH

Paul Lehman

CRD Number: 1092364
Current Firm: Newgrange Asset Management LLC
Paul Lehman (CRD# 1092364) is an Investment Advisor Representative working at Newgrange Asset Management LLC in , and has over 33 years of experience in the finance industry. Paul Lehman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
Contact Info for Paul J. Lehman
Phone Number: 440-238-2991
Registered State(s):
  • OH
Current Firm Details
Newgrange Asset Management LLC
Firm's CRD Number: 168484
By the Numbers
  • Total Assets Under Management
    22
    MILLIONS
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $2,750,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OH

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