Paul Loren Feinstein

Employer firm

Audent Global Asset Management, LLC CRD 308166

$452M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• 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

• 03/2003 → 03/2017
  Ubs Financial Services Inc
  Scottsdale, AZ
• 03/2017 → 03/2020
  First Republic Securities Company, Llc
  Los Angeles, CA
• 03/2017 → 03/2020
  First Republic Investment Management, Inc.
  Los Angeles, CA
• 02/2020 → 08/2020
  Private Advisor Group, Llc
  Morristown, NJ
• 08/2020 → Present
  Audent Global Asset Management, Llc
  Los Angeles, CA

Previous Registrations

• 2020-08-18 → 2023-12-31
  Audent Global Asset Management, Llc
  West Hollywood, CA
• 2020-02-14 → 2020-09-01
  Private Advisor Group, Llc
  Malibu, CA
  Morristown, NJ
• 2017-02-10 → 2020-03-31
  J.P. Morgan Private Wealth Advisors Llc
  Los Angeles, CA
• 2003-03-07 → 2017-02-21
  Ubs Financial Services Inc.
  Encino, CA
  Los Angeles, CA
  Sherman Oaks, CA
  Los Angeles, CA
  Weehawken, NJ
  Los Angeles, CA
  Scottsdale, AZ
• 2003-01-03 → 2003-03-11
  Oppenheimer & Co. Inc.
  New York, NY
• 1999-09-15 → 2003-01-03
  Cibc World Markets Corp.
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  1999-09-07