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CFP
PP
CFP

Paul Purwin

Longwave Financial LLC
19 Years of Experience
New York, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Paul Purwin is a CFP-designated registered investment advisor at Longwave Financial LLC, based in New York, NY, with 19 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.

Longwave Financial LLC
Compensation
Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only

Fee Structure

  • Hourly consulting — $350 per hour for services provided by financial advisors
  • Simple financial plan — Flat fee of $1,500 to $3,000 based on the complexity of your situation
  • Moderate financial plan — Flat fee of $3,000 to $5,000 based on the complexity of your situation
  • Complex financial plan — Flat fee of $5,000 to $10,000 based on the complexity of your situation
One-Time Plan:$1,500 - $10,000
Hourly Rate:$350/hr
View Full SEC Brochure

Location

420 Lexington Avenue, Suite 1613, New York, NY, 10170

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History

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.

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Other Business ActivitiesSells Insurance

Paul sells fixed insurance, and is an Investment Adviser Representative of Longwave Financial, LLC, each taking minimal time. He is also a co-owner of Longwave Financial, LLC, dedicating full-time hours to this role.

Employment History
Current Registrations
Longwave Financial LLC
July 2021 - Present · 5 yrs 3 mos
Commonwealth Financial Network
June 2021 - Present · 5 yrs 4 mos
Commonwealth Financial Network
January 2014 - Present · 12 yrs 9 mos
Commonwealth Financial NetworkBroker
January 2014 - Present · 12 yrs 9 mos
Previous Registrations
Morgan Stanley
June 2010 - January 2014 · 3 yrs 7 mos
Morgan StanleyBroker
June 2009 - January 2014 · 4 yrs 7 mos
Citigroup Global Markets INC.Broker
December 2006 - June 2009 · 2 yrs 6 mos
Hold Brothers On-Line Investment Services L.L.C.Broker
November 2006 - November 2006 · 0 mos
State Registrations3 states
NJNYWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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