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Craig Scott Phillips

CLIENT 1ST ADVISORY GROUP LLC·DUNEDIN, Florida
Series 7, Series 24, Series 31, Series 63Clean record25 years registeredCLIENT 1ST ADVISORY GROUP LLC
678 DOUGLAS AVENUE, DUNEDIN, FL 34698CRD# 2066182Firm CRD# 167790

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig Scott Phillips · DUNEDIN, FL
Registration
CRD #2066182 · CLIENT 1ST ADVISORY GROUP LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

CLIENT 1ST ADVISORY GROUP
May 2013 – present
CLIENT 1ST ADVISORY GROUP
Jul 2001 – Jun 2013
CLEARWATER, FL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 31
Series 63
Registration record
First registered · July 12, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLIENT 1ST ADVISORY GROUP LLC
CRD 167790 · SEC 801-78052
AUM
$349M
Regulatory assets under management
Employees
6
825 client accounts
Services offered by CLIENT 1ST ADVISORY GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CLIENT 1ST ADVISORY GROUP LLC →
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05

Frequently Asked Questions

What services does Craig Scott Phillips offer?
Craig Scott Phillips specializes in Financial Planning, Investment Management. Contact their office in DUNEDIN, Florida for a consultation.
What are Craig Scott Phillips's credentials?
Craig Scott Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Scott Phillips located?
Craig Scott Phillips is based in DUNEDIN, Florida, working with CLIENT 1ST ADVISORY GROUP LLC. Their office serves clients in the DUNEDIN metropolitan area and surrounding communities.
How does Craig Scott Phillips charge for services?
Craig Scott Phillips's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLIENT 1ST ADVISORY GROUP LLC?
CLIENT 1ST ADVISORY GROUP LLC has approximately 6 employees and manages $349M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLIENT 1ST ADVISORY GROUP LLC

David George Stieh
DUNEDIN, FL
Michelle Lais Mabry
DUNEDIN, FL
Herbert Aloysius Pontzer
DUNEDIN, FL
CFP
Morgan E Mabry
DUNEDIN, FL
Andrea Diane Mears
CLEARWATER, FL
Shaun Patrick Fedder
CLEARWATER, FL

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