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Gregory George Philipps

PENSION FUND EVALUATIONS, INC.·CENTEREACH, New York
PENSION FUND EVALUATIONS, INC.
2450 MIDDLE COUNTRY RD, CENTEREACH, NY 11720CRD# 1544670Firm CRD# 10985

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory George Philipps · CENTEREACH, NY
Registration
CRD #1544670 · PENSION FUND EVALUATIONS, INC.
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Gregory George Philipps is a registered financial advisor based in CENTEREACH, New York, affiliated with PENSION FUND EVALUATIONS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
PENSION FUND EVALUATIONS, INC.
PENSION FUND EVALUATIONS, INC.
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PENSION FUND EVALUATIONS, INC. →
Services
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 1544670
Firm CRD# 10985
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory George Philipps offer?
Gregory George Philipps is a registered financial advisor in CENTEREACH, New York. Contact their office for details on services offered.
What are Gregory George Philipps's credentials?
Gregory George Philipps is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory George Philipps located?
Gregory George Philipps is based in CENTEREACH, New York, working with PENSION FUND EVALUATIONS, INC.. Their office serves clients in the CENTEREACH metropolitan area and surrounding communities.
How does Gregory George Philipps charge for services?
Gregory George Philipps's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENSION FUND EVALUATIONS, INC.?
PENSION FUND EVALUATIONS, INC. has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PENSION FUND EVALUATIONS, INC.

Thomas Joseph Franco
CENTEREACH, NY
Mary Ellen Pellicani
CENTEREACH, NY
Robert Joseph Letwins
CENTEREACH, NY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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