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Paul Gregory Babij

Sundial Wealth LLC

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About Paul Gregory Babij

Paul Babij is an investment advisor representative with Sundial Wealth LLC. Paul Babij is also a licensed real estate agent and has previously been employed by companies such as Norfolk Markets, LLC and Deutsche Bank Securities Inc. He has over 20 years of experience in the financial industry. His firm, Sundial Wealth LLC, provides financial planning and portfolio management services to individuals and families. The firm has approximately $41 million in regulatory assets under management. Paul Babij is committed to providing his clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Paul Babij is currently registered with Sundial Wealth LLC. Sundial Wealth LLC is an investment advisor based in [Location not provided]. The firm manages approximately $41,168,533 in regulatory assets under management. Sundial Wealth LLC provides financial planning, portfolio management for individuals, and selection of other advisors services. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.

$41.17M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Babij’s Registration & Firm History

FL

01/01/2025 - Present

Sundial Wealth LLC (BOCA RATON FL)

NY

01/13/2012 - 01/02/2019

NORFOLK MARKETS, LLC (NEW YORK NY)

FL

02/24/2003 - 01/07/2014

AVM, L.P. (BOCA RATON FL)

NY

01/13/2001 - 03/06/2003

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

09/12/1995 - 01/13/2001

DB ALEX. BROWN LLC (BALTIMORE MD)

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Licenses & Designations

BC

Issued 09/28/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2001

Series 3 - National Commodity Futures Examination

BC

Issued 09/11/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Gregory Babij.
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