Unclaimed Profile

Phil Buell

ACCOLADE INVESTMENT ADVISORY, LLC·COLUMBUS, Ohio

Clean recordACCOLADE INVESTMENT ADVISORY, LLC

8700 ORION PLACE, COLUMBUS, OH 43240-2078CRD# 7078926Firm CRD# 145635

Profile Verification

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

Identity

Phil Buell · COLUMBUS, OH

Registration

CRD #7078926 · ACCOLADE INVESTMENT ADVISORY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

ACCOLADE INVESTMENT ADVISORY, LLC

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ACCOLADE INVESTMENT ADVISORY, LLC →

Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7078926

Firm CRD# 145635

View on FINRA BrokerCheck →

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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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