Unclaimed Profile

Philip Francis Rongo

IBEX WEALTH ADVISORS, LLC·BEDMINSTER, New Jersey

SIE, Series 7, Series 24, Series 31, Series 63, Series 65ChFCClean record28 years registeredIBEX WEALTH ADVISORS, LLC

135 US HIGHWAY 202 206, BEDMINSTER, NJ 07921CRD# 1802064Firm CRD# 168674

Profile Verification

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

Identity

Philip Francis Rongo · BEDMINSTER, NJ

Registration

CRD #1802064 · IBEX WEALTH ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

IBEX WEALTH ADVISORS, LLC

Jan 2014 – present

LPL FINANCIAL LLC

Nov 1997 – present

ROUND VALLEY WEALTH MANAGEMENT

Mar 2006 – Jun 2014

LEBANON, NJ

MORRISTOWN FINANCIAL GROUP, LLP

Nov 2004 – Feb 2006

MORRISTOWN, NJ

LPL FINANCIAL LLC

Aug 2000 – Oct 2015

LEBANON, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · November 7, 1997

Years registered · 28

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IBEX WEALTH ADVISORS, LLC

CRD 168674 · SEC 801-78971

AUM

$710M

Regulatory assets under management

Employees

1,126 client accounts

Services offered by IBEX WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at IBEX WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Philip Francis Rongo offer?

Philip Francis Rongo specializes in Financial Planning, Investment Management. Contact their office in BEDMINSTER, New Jersey for a consultation.

What are Philip Francis Rongo's credentials?

Philip Francis Rongo holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Philip Francis Rongo located?

Philip Francis Rongo is based in BEDMINSTER, New Jersey, working with IBEX WEALTH ADVISORS, LLC. Their office serves clients in the BEDMINSTER metropolitan area and surrounding communities.

How does Philip Francis Rongo charge for services?

Philip Francis Rongo'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 IBEX WEALTH ADVISORS, LLC?

IBEX WEALTH ADVISORS, LLC has approximately 9 employees and manages $710M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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