Paul Bennett Plesser

Employer firm

Innovative Private Wealth Management Inc. CRD 324586

$367M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 11/2021 → 12/2024
  Massmutual Life Insurance Co.
  East Hills, NY
• 11/2021 → 12/2024
  Mml Investors Services, Llc
  East Hills, NY
• 10/2010 → 07/2021
  Commonwealth Bank Of Australia
  New York, NY
• 07/2021 → 11/2021
  Unemployed
  Woodmere, NY
• 12/2024 → Present
  Broadstreet Insurance Agency, Llc
  Somers, NY
• 12/2024 → Present
  Innovative Family Office Llc
  Woodmere, NY
• 05/2026 → Present
  Innovative Private Wealth Management Inc.
  Woodmere, NY

Previous Registrations

• 2024-12-05 → 2026-08-26
  Innovative Family Office Llc
  Somers, NY
  Woodmere, NY
• 2022-01-13 → 2024-12-09
  Mml Investors Services, Llc
  East Hills, NY
  Woodmere, NY

Other Businesses

(1) Name: P&J Plesser LLC Inv Rel: Y Addr: 2200 Northern Blvd, Ste 200, East Hills, NY 11548 Nature: LLC Created for Finances of Business Position: Partner Start Date: 05/23/2023 No. Hr/Mo: No. 1 Hr/Mo During Sec Trading: 0 Duties: Paying bills, writing checks. (2) NAME: Broadstreet Insurance Agency, LLC; Investment Related; 9 Annarock Drive, Somer10589; Insurance Company; Agent; APPROXI9MATE NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING SECURITIES TRADING HOURS 10; DESCRIPTDUTIES Non-Securities Insurance Products. 3) Innovative Private Wealth Management, Inc.; Investment Related; Woodmere, New York; RIA; Investment Adviser Representative; Start Date: 05/2026; 160 Hours per month; 160 Hours per month during securities trading hours; Financial Advisor.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-01
• S63 Uniform Securities Agent State Law Examination
  1987-03-17

Other Names

• Plesser
• Paul Bennett Plesser
• Paul B Plesser