ADVISOR BIO

Philip John Serafine is an investment advisor representative with RBC Capital Markets, LLC in Rochester, NY, and has been in the industry since February 23, 1987. Philip is also registered as an investment advisor representative in Texas. Philip has been with RBC Capital Markets, LLC since March 2013, and previously worked at UBS Financial Services Inc. in Rochester, NY. Philip has experience in advising a wide range of clients, including individuals, corporations, and institutions, and offers a variety of services, including financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

Philip Hans Ames is a registered representative with Goldman Sachs & Co. LLC. Philip has been in the industry since 2007 and has a Series 3, Series 7, Series 57TO and Series 66 licenses. Philip Hans Ames is registered in 53 states. Philip is a specialist in a variety of areas, including: equities, fixed income, options, mutual funds, variable annuities, and investment advisory services.

SPECIALIZATIONS

ADVISOR BIO

Philip Kirshman is an Investment Advisor Representative with Multiple Financial Services, Inc. Philip has been in the financial services industry for over 28 years. Philip has experience working at several other firms including UBS Financial Services Inc. and Wachovia Securities, LLC. Philip holds both the Series 7 and Series 65 licenses and also the Series 24 principal exam. Philip has an extensive background in financial planning and portfolio management, and specializes in assisting individuals, high net worth individuals and charitable organizations.

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ADVISOR BIO

Philip Williamson is an investment advisor representative associated with Stancorp Investment Advisers, Inc. and is licensed in Oregon and Washington. Philip has been active in the financial industry since at least January 2016 and has specialized in investments for individuals, businesses, and pooled investment vehicles. Philip has obtained his Series 65 license and holds a Uniform Investment Adviser Law Examination certificate.

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ADVISOR BIO

Philip Debruyn is a financial advisor in Dallas, Texas. Philip has been working in the financial services industry since 1987. Philip is currently registered with Captrust and has been with them since May 2023. Philip holds the Series 7, Series 63, Series 66, and Series 26 licenses. Philip has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and institutions. Philip specializes in financial planning, portfolio management, and retirement planning.

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ADVISOR BIO

Philip Bonelli is a financial advisor at Mycio Wealth Partners, LLC with over 20 years of experience in the industry. Philip is registered with the state of Pennsylvania. He has a Series 7 and Series 66 license. Philip is a highly experienced advisor with a proven track record of success. He is committed to providing personalized financial advice to his clients. Philip specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Philip Rollhaus is a financial advisor at Matter Family Office. Philip has been in the industry since August 2011. He has a Series 65 license and is registered in Colorado and Missouri. Philip earned a Chartered Financial Analyst designation and is active in the industry. He has a history of working in the financial services industry, most recently at Ascent Private Capital Management of US Bank, where he began in August 2011. Philip is a member of the Beneficiary Relations Committee and Audit Committee of LJ Trust Company LLC.

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ADVISOR BIO

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.

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ADVISOR BIO

Philip Andrew Mehrer is a financial advisor with RBC Capital Markets, LLC. Philip has been in the industry since 2005 and has a strong background in investments, working previously with Chase Investment Services Corp. Philip is licensed to provide investment advice in several states including Minnesota, Illinois, and Texas. Philip specializes in providing financial planning, portfolio management, and investment advice for individuals and businesses. Philip is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Philip Marvin Saba is an Investment Advisor Representative registered with SCS Capital Management LLC, based in Boston, Massachusetts. Philip has been in the industry for over 10 years. He is licensed in Massachusetts. His professional experience includes roles at Deloitte, Cobalt Software, Inc., HarborOne Bank, Younited Credit and Bentley University.

SPECIALIZATIONS