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Philip Ian Kittell

CRC-IB

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About Philip Ian Kittell

Philip Kittell is a financial advisor with CRC-IB. Philip is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since May 15, 2022. Philip holds a Series 63, Series 79TO, and SIE license and is registered in California and New York. Philip specializes in Investment Banking.

Firm Information

Philip Kittell is currently registered with CRC-IB. CRC-IB is a Limited Liability Company formed on January 14, 2011, and is registered in 36 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Philip Kittell’s Registration & Firm History

NY

05/16/2022 - Present

CRC-IB (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/13/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/14/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/03/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Ian Kittell.
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