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Paul Jacques Stawinski

Garden State Investment Advisory Services, LLC

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About Paul Jacques Stawinski

Paul Stawinski is an active investment advisor representative registered with Garden State Investment Advisory Services, LLC in RED BANK, NJ. Paul has been in the industry since 1980. Paul has held previous positions with firms such as Purshe Kaplan Sterling Investments, Lincoln Financial Advisors Corporation, and Ameritas Investment Corp. Paul specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

Firm Information

Paul Stawinski is currently registered with Garden State Investment Advisory Services, LLC. Garden State Investment Advisory Services, LLC, headquartered in Red Bank, NJ, is an investment advisory firm that provides financial planning, educational seminars, and portfolio management services for individuals, high-net-worth individuals, and pension plans. The firm manages approximately $445.6 million in assets for 1,904 clients. They also participate in wrap fee programs and offer selection of other advisers.
Garden State Investment Advisory Services, LLC

328 NEWMAN SPRINGS ROAD

RED BANK, NJ 07701

$445.63M

Assets Under Management

Not reported

Total Clients

32

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Paul Stawinski’s Registration & Firm History

NJ

04/13/2023 - Present

Garden State Investment Advisory Services, LLC (RED BANK NJ)

NY

09/14/2022 - 03/23/2023

PURSHE KAPLAN STERLING INVESTMENTS (New York NY)

NY

02/26/2016 - 09/14/2022

LINCOLN FINANCIAL ADVISORS CORPORATION (New York NY)

NY

09/27/2006 - 02/26/2016

AMERITAS INVESTMENT CORP. (NEW YORK NY)

NY

06/01/2005 - 08/25/2006

AXA ADVISORS, LLC (NEW YORK NY)

NY

03/30/2001 - 06/01/2005

MONY SECURITIES CORPORATION (NEW YORK NY)

NY

01/02/1998 - 04/18/2001

CADARET, GRANT & CO., INC. (SYRACUSE NY)

NY

10/07/1996 - 01/02/1998

AIG EQUITY SALES CORP. (NEW YORK NY)

NY

10/20/1980 - 09/25/1996

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NY

10/17/1980 - 09/25/1996

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/04/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/05/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/23/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/1997

Series 7 - General Securities Representative Examination

BC

Issued 10/03/1980

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Paul Jacques Stawinski. Review regulatory record here.
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