Philip Bongiorno, financial advisor Stowe VT

Philip Bongiorno

CRD Number: 1094196
Current Firm: Iams Wealth Management, LLC

Philip Bongiorno (CRD# 1094196) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Stowe, VT and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Iams Wealth Management, LLC Elkhorn, NE Mar 2017 - Current 7
Regal Investment Advisors Kentwood, MI Aug 2014 - Mar 2017 2
Self-employed Stowe, VT Jul 2011 - Aug 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Philip J. Bongiorno
Phone Number: (888)255-7670
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    213
    MILLIONS
  • Total Number of Accounts
    1,652
    ACCOUNTS
  • Average Account Value
    $129,079
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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