Unclaimed Profile

Philip Lee Nagel

THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP·SCOTTSDALE, Arizona

SIE, Series 7, Series 8, Series 63, Series 66CFP ChFCClean record18 years registeredTHE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP

7337 E DOUBLETREE RANCH ROAD, SCOTTSDALE, AZ 85258CRD# 1827270Firm CRD# 165183

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Philip Lee Nagel · SCOTTSDALE, AZ

Registration

CRD #1827270 · THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP · 18 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jan 2026 – present

AIM CAPITAL

Oct 2012 – present

LPL FINANCIAL LLC

Oct 2009 – Dec 2012

SCOTTSDALE, AZ

CHARLES SCHWAB & CO., INC.

Oct 2007 – Oct 2009

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 63

Series 66

Registration record

First registered · October 30, 2007

Years registered · 18

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP

CRD 165183 · SEC 801-77148

AUM

$254M

Regulatory assets under management

Employees

436 client accounts

Services offered by THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP →

Introduction

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Frequently Asked Questions

What services does Philip Lee Nagel offer?

Philip Lee Nagel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Philip Lee Nagel's credentials?

Philip Lee Nagel holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Philip Lee Nagel located?

Philip Lee Nagel is based in SCOTTSDALE, Arizona, working with THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Philip Lee Nagel charge for services?

Philip Lee Nagel's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP?

THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP has approximately 2 employees and manages $254M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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