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Phil Buell

ACCOLADE INVESTMENT ADVISORY, LLC·COLUMBUS, Ohio
Unclaimed Profile
8700 ORION PLACE, COLUMBUS, OH 43240-2078CRD# 7078926Firm CRD# 145635
01

About

Phil Buell is a registered financial advisor based in COLUMBUS, Ohio, affiliated with ACCOLADE INVESTMENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
ACCOLADE INVESTMENT ADVISORY, LLC
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
AUM
$1.4B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ACCOLADE INVESTMENT ADVISORY, LLC →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7078926
Firm CRD# 145635
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Phil Buell offer?
Phil Buell specializes in Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Phil Buell's credentials?
Phil Buell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phil Buell located?
Phil Buell is based in COLUMBUS, Ohio, working with ACCOLADE INVESTMENT ADVISORY, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Phil Buell charge for services?
Phil Buell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCOLADE INVESTMENT ADVISORY, LLC?
ACCOLADE INVESTMENT ADVISORY, LLC has approximately 6 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)BEACHWOOD (138)DUBLIN (93)AKRON (70)
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Research
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