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Philip Maynard Giambri

INVICTA ADVISORS LLC·OAKMONT, Pennsylvania
SIE, Series 6, Series 63Clean recordINVICTA ADVISORS LLC
527 CEDAR WAY, OAKMONT, PA 15139CRD# 1182516Firm CRD# 298868

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip Maynard Giambri · OAKMONT, PA
Registration
CRD #1182516 · INVICTA ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
INVICTA ADVISORS LLC
CRD 298868 · SEC 801-114114
AUM
$192M
Regulatory assets under management
Employees
43
1,192 client accounts
Services offered by INVICTA ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INVICTA ADVISORS LLC →
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Frequently Asked Questions

What services does Philip Maynard Giambri offer?
Philip Maynard Giambri specializes in Financial Planning, Investment Management. Contact their office in OAKMONT, Pennsylvania for a consultation.
What are Philip Maynard Giambri's credentials?
Philip Maynard Giambri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Maynard Giambri located?
Philip Maynard Giambri is based in OAKMONT, Pennsylvania, working with INVICTA ADVISORS LLC. Their office serves clients in the OAKMONT metropolitan area and surrounding communities.
How does Philip Maynard Giambri charge for services?
Philip Maynard Giambri'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 INVICTA ADVISORS LLC?
INVICTA ADVISORS LLC has approximately 43 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INVICTA ADVISORS LLC

Aimee Anne Toth
OAKMONT, PA
Scott Coy
MONROEVILLE, PA
Andrew Michael Russin
TARENTUM, PA
Gregory Scott Teal
OAKMONT, PA
CFP
Wayne Scott Segear
MONROEVILLE, PA
CFP
Rex Linkenbach
MONROEVILLE, PA
CFP

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Kristin Marie Pearson
INVICTA ADVISORS LLC·OAKMONT, PA

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Nearby cities in Pennsylvania
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Research
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