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Phillip Brian Smolinski

Fairhaven Wealth Management, LLC

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About Phillip Brian Smolinski

Phillip Brian Smolinski is a registered Investment Advisor Representative with Fairhaven Wealth Management, LLC. Phillip has been in the industry since 2006 and has experience with Fidelity Brokerage Services LLC, UBS Financial Services Inc., and Ameriprise Financial Services, Inc. Phillip is registered with the state of Illinois. Phillip's firm, Fairhaven Wealth Management, LLC has offices in Wheaton, IL and specializes in Financial Planning, Pension Consulting, and Portfolio Management for Individuals. The firm manages assets for high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. The firm's client base includes individuals, businesses, corporations, and trusts.

Firm Information

Phillip Smolinski is currently registered with Fairhaven Wealth Management, LLC. Fairhaven Wealth Management, LLC is an investment advisor registered with the SEC. The firm provides a wide range of services, including financial planning, portfolio management for individuals, pension consulting, and publication of periodicals. Fairhaven Wealth Management manages assets for a diverse client base, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm has a strong track record of managing assets and is committed to providing its clients with exceptional service.
Fairhaven Wealth Management, LLC

104 E. ROOSEVELT ROAD

WHEATON, IL 60187

$699.76M

Assets Under Management

48

Total Clients

9

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Phillip Smolinski’s Registration & Firm History

IL

10/01/2021 - Present

Fairhaven Wealth Management, LLC (WHEATON IL)

IL

07/09/2009 - 03/30/2021

FIDELITY BROKERAGE SERVICES LLC (OAK BROOK IL)

IL

03/12/2008 - 05/13/2009

UBS FINANCIAL SERVICES INC. (OAKBROOK TERRACE IL)

IL

11/08/2006 - 02/26/2008

AMERIPRISE FINANCIAL SERVICES, INC. (LOMBARD IL)

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Licenses & Designations

BOTH

Issued 11/27/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Phillip Brian Smolinski.
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