Philip Thompson (CRD# 6288457) is an Investment Advisor Representative working at Monhegan Capital Management, LLC in Darien, CT and has over 10 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Monhegan Capital Management, LLC | Darien, CT | Jul 2019 - Current | 4 |
| J.p. Morgan Securities LLC | Greenwich, CT | Jan 2014 - May 2019 | 5 |
| Jpmorgan Chase Bank Na | Greenwich, CT | Nov 2010 - May 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- CT
-
Total Assets Under Management268MILLIONS
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$10,296,806
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT
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