Morgan Stanley
47yrs
Top advisor by experience in New York
46yrs
Paul Joseph Ferguson Sr
Financial advisor at Israels Ferguson Asset Advisors
At a glance
Experience46 years (since 1980)
How that compares ?Top 1% by experience in New York
OfficeNew York, NY
How the firm is paid ?Percent of assets, Hourly, Other
States licensed ?2 states
Services through Israels Ferguson Asset Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2021 – nowIsraels Ferguson Asset Advisors LLCCurrent firm
Questions to ask Paul
Tailored to Paul’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Paul
How do I contact Paul?
Call Israels Ferguson Asset Advisors at 212-579-8400 and ask for Paul Joseph Ferguson Sr. Paul works from the New York, NY office.
How long has Paul been a financial advisor?
Paul has been in the industry since 1980, about 46 years. Top 1% by experience in New York.
What licenses does Paul hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Paul a fiduciary?
Paul is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Paul paid?
Israels Ferguson Asset Advisors reports being paid by a percentage of the assets they manage, hourly fees, other fees. Ask Paul for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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