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RIA / WealthAdvisor39 years in industry

ERIC LEE LEIBOWITZ

Advisor at THEPARTNERS WEALTH MANAGEMENT

CARMEL BY THE SEA, CA | Freehold, NJ

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Search this name across graphsid dfx:ria:780066a0-babb-9c11-0e36-892dca341797

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 3, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: THEPARTNERS WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 17, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jul 17, 1987
First registration: May 3, 2002
Dual registered: no
IAPD individual key: 1711752

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
THEPARTNERS WEALTH MANAGEMENT	Independent wealth	Jun 18, 2026	n/a	yes	Freehold, NJ\|CARMEL BY THE SEA, CA	Current employment
BELPOINTE ASSET MANAGEMENT LLC	Independent wealth	Apr 16, 2019	Jul 17, 2026	no	Colts Neck, NJ\|RENO, NV	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	May 15, 2014	Apr 23, 2019	no	Colts Neck, NJ	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Sep 30, 2004	Jun 2, 2014	no	MONROE TOWNSHIP, NJ	Previous registration
THE ADVISORS GROUP, INC.	n/a	May 3, 2002	Sep 30, 2004	no	HAMILTON, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BELPOINTE ASSET MANAGEMENT LLC	THEPARTNERS WEALTH MANAGEMENT	Jul 17, 2026	Jun 18, 2026	-29	Firm change	RIA to RIA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	BELPOINTE ASSET MANAGEMENT LLC	Apr 23, 2019	Apr 16, 2019	-7	Firm change	Ibd to RIA
AMERITAS ADVISORY SERVICES	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Jun 2, 2014	May 15, 2014	-18	Firm change	Other
THE ADVISORS GROUP, INC.	AMERITAS ADVISORY SERVICES	Sep 30, 2004	Sep 30, 2004	0	Firm change	Other

Relationships

Registered with (5)

→ THEPARTNERS WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jun 18, 2026 to presentfactForm ADV
→ BELPOINTE ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Apr 16, 2019 to Jul 17, 2026factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
May 15, 2014 to Apr 23, 2019factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Sep 30, 2004 to Jun 2, 2014factForm ADV
→ THE ADVISORS GROUP, INC.Registered adviserregistration: previous registration
May 3, 2002 to Sep 30, 2004factForm ADV

Dated events

Occurred
Jul 17, 2026
Advisor changed firm
Eric Lee Leibowitz left Belpointe Asset Management Llc for Thepartners Wealth Management (registered 2026-06-18)
Form ADVobserved 6 days ago