Michael Babyak Jr, Ii

Precision Financial Services

31 Years of Experience

4 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEstate PlanningInsurance Planning

Precision Financial Services

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

515 clients

Average Client Portfolio

$714K average

Assets Under Management

$367.7M

Fee Structure

Minimum Investment:$20K

Financial Planning:Investment management only

Location

350 Route 46, Mine Hill, NJ, 07803

Get directions

History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

October 2016

Final

Employment Separation After Allegations

November 2015

Customer Dispute

April 2009

Settled

Customer Dispute

January 2009

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Michael is the owner of Precision Financial Services Inc., a non-variable fixed insurance business, since 1998. He also owns BV Realty LLC, a real estate rental business, and spends minimal time on it, and is a member of Northfield Development, a real estate development company, spending about 5% of his time on it.

Employment History

Current Registrations

Precision Financial Services

November 2008 - Present · 17 yrs 3 mos

Previous Registrations

Leigh Baldwin & CO., LLCBroker

December 2015 - September 2016 · 9 mos

LPL Financial LLC

July 1996 - July 2014 · 18 yrs

LPL Financial LLCBroker

January 1994 - December 2015 · 21 yrs 11 mos

State Registrations2 states

NJTX

Advisor

Exams

No exam information available for this advisor.