Paul Lehman is a registered investment advisor, based in Austin, TX, with 31 years of industry experience.
Location
Austin, TX
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sei Investments Distribution CO.Broker
January 2026 - Present · 4 mos
Sei Investments Management CORP
January 2026 - Present · 4 mos
Sei Investments Distribution CO.
January 2026 - Present · 4 mos
Previous Registrations
Dimensional Fund Advisors LP
July 2013 - January 2026 · 12 yrs 6 mos
Dfa Securities LLCBroker
July 2013 - January 2026 · 12 yrs 6 mos
First Citizens Asset Management, INC
August 2006 - February 2014 · 7 yrs 6 mos
First Citizens Securities CorporationBroker
July 2006 - June 2013 · 6 yrs 11 mos
First Citizens Investor Services, INC.
April 2005 - December 2006 · 1 yr 8 mos
First Citizens Investor Services, INC.Broker
April 2005 - December 2006 · 1 yr 8 mos
Raymond James Financial Services
August 2004 - April 2005 · 8 mos
Raymond James Financial Services, INC.Broker
August 2004 - April 2005 · 8 mos
Wachovia Securities, LLC
December 2003 - August 2004 · 8 mos
Wachovia Securities, LLCBroker
October 2000 - August 2004 · 3 yrs 10 mos
First Union Brokerage Services, INC.Broker
October 1997 - October 2000 · 3 yrs
Key Investments INC.Broker
November 1996 - October 1997 · 11 mos
Natcity Investments, INC.Broker
June 1996 - November 1996 · 5 mos
Independent Financial Securities, INC.Broker
April 1996 - December 1996 · 8 mos
National City Investments CorporationBroker
September 1994 - June 1996 · 1 yr 9 mos
Smith Barney INC.Broker
July 1994 - September 1994 · 2 mos
Mariner Financial Services, INC.Broker
January 1994 - May 1994 · 4 mos
State Registrations2 states
PATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.