Philip BongiornoCRD 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 17 years of experience in the finance industry.
Esi Financial Advisors
Poulos Advisors, Inc.
Kestra Advisory Services, LLC
|Iams Wealth Management, LLC||Elkhorn, NE||Mar 2017 - Current||6|
|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|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management123MILLIONS
Total Number of Accounts1,202ACCOUNTS
Average Account Value$102,001
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, ME, MI, MN, MO, NC, NE, NH, NJ, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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