Unclaimed Profile

Philip John Pilibosian

CONDERA ADVISORS, LLC·HOUSTON, Texas

SIE, Series 3, Series 4, Series 7, Series 24, Series 32, Series 52TO, Series 53, Series 63, Series 65, Series 79TO, Series 99TOClean record20 years registeredCONDERA ADVISORS, LLC

1330 POST OAK BLVD, HOUSTON, TX 77056-3309CRD# 4618944Firm CRD# 137045

Profile Verification

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

Identity

Philip John Pilibosian · HOUSTON, TX

Registration

CRD #4618944 · CONDERA ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

U.S. CAPITAL WEALTH ADVISORS, LLC

Jun 2021 – present

USCA ASSET MANAGEMENT LLC

Aug 2006 – present

USCA RIA LLC

Mar 2014 – Jun 2021

HOUSTON, TX

CONDERA SECURITIES, LLC

Oct 2005 – May 2008

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 24

Series 32

Series 52TO

Series 53

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · October 11, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

USCA ASSET MANAGEMENT LLC

CRD 137045 · SEC 801-64873

AUM

$205M

Regulatory assets under management

Employees

26 client accounts

Services offered by USCA ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at USCA ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Philip John Pilibosian offer?

Philip John Pilibosian specializes in Investment Management, Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.

What are Philip John Pilibosian's credentials?

Philip John Pilibosian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Philip John Pilibosian located?

Philip John Pilibosian is based in HOUSTON, Texas, working with CONDERA ADVISORS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Philip John Pilibosian charge for services?

Philip John Pilibosian's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONDERA ADVISORS, LLC?

CONDERA ADVISORS, LLC has approximately 6 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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