Unclaimed
Philip Greenblatt is a Chartered Financial Analyst who has been in the industry since September 2013. Currently, Philip works for Easterly Investment Partners LLC and is registered as an Investment Advisor Representative in both Pennsylvania and Texas. Philip has extensive experience in the industry and his expertise is primarily focused on portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Prior to joining Easterly Investment Partners LLC, Philip worked at Snow Capital Management in Sewickley, Pennsylvania. In addition to his work at Easterly Investment Partners LLC, Philip is a partner in a real estate leasing business, C Legs, LLC, based in Grass Lake, Michigan.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
07/15/2021 - Present
Easterly Investment Partners LLC (Sewickley PA)
Active
Inactive
Not sure Philip Greenblatt is the right advisor for you? Invested Better is here to help.