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Philip Coombe

COOMBE, BENDER & COMPANY, LLC·ELLENVILLE, New York
SIE, Series 6, Series 7, Series 24, Series 28, Series 63, Series 66, Series 99TOCFPClean record1 years registeredCOOMBE, BENDER & COMPANY, LLC
129 SOUTH MAIN STREET, ELLENVILLE, NY 12428CRD# 1226396Firm CRD# 119983

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip Coombe · ELLENVILLE, NY
Registration
CRD #1226396 · COOMBE, BENDER & COMPANY, LLC · 1 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
Oct 2024 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 28
Series 63
Series 66
Series 99TO
Registration record
First registered · October 1, 2024
Years registered · 1
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COOMBE, BENDER & COMPANY, LLC
CRD 119983 · SEC 801-66482
AUM
$247M
Regulatory assets under management
Employees
5
343 client accounts
Services offered by COOMBE, BENDER & COMPANY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COOMBE, BENDER & COMPANY, LLC →
Introduction

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05

Frequently Asked Questions

What services does Philip Coombe offer?
Philip Coombe specializes in Financial Planning, Investment Management. Contact their office in ELLENVILLE, New York for a consultation.
What are Philip Coombe's credentials?
Philip Coombe holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Philip Coombe located?
Philip Coombe is based in ELLENVILLE, New York, working with COOMBE, BENDER & COMPANY, LLC. Their office serves clients in the ELLENVILLE metropolitan area and surrounding communities.
How does Philip Coombe charge for services?
Philip Coombe'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 COOMBE, BENDER & COMPANY, LLC?
COOMBE, BENDER & COMPANY, LLC has approximately 5 employees and manages $247M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COOMBE, BENDER & COMPANY, LLC

Catherine M Coombe
ELLENVILLE, NY
CFP

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