Ari Menachem Teplitz

Employer firm

Teplitz Financial Group LLC CRD 122038

$132M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → 03/2026
  Osaic Wealth, Inc.
  Old Bridge, NJ
• 09/2014 → Present
  Teplitz Financial Group Llc
  Old Bridge, NJ

Previous Registrations

• 2014-09-26 → 2020-12-31
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. MARLBORO JEWISH CENTER POSITION: Vice President of Youth NATURE: Religious organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2020 ADDRESS: 103 School Road West, Marlboro NJ 07746, United States DESCRIPTION: I serve on the executive committee of the Board of Trustees and run the youth group programs for the Synagogue. 2. THEATRE DEVELOPMENT FUND POSITION: Board Member NATURE: 501(c)3 INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2015 ADDRESS: 520 8th Avenue, Suite 801, New York NY 10018, United States DESCRIPTION: I serve on the Board of Trustees and on the Finance Committee. 3. TEPLITZ FINANCIAL GROUP POSITION: Agent/Representative NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/10/2014 ADDRESS: 3 Jocama Boulevard, Suite 200A, Old Bridge NJ 08857, United States DESCRIPTION: Life insurance sales.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-22
• S63 Uniform Securities Agent State Law Examination
  2011-11-03

Designations

• Certified Financial Planner
• Chartered Financial Consultant