Philip Thompson, financial advisor Darien CT

Philip Thompson

CRD Number: 6288457
Current Firm: Monhegan Capital Management, LLC

Philip Thompson (CRD# 6288457) is an Investment Advisor Representative working at Monhegan Capital Management, LLC in Darien, CT and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Monhegan Capital Management, LLC Darien, CT Jul 2019 - Current 2
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
Contact Info for Philip A. Thompson
Phone Number: (203) 424-0656
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    230
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $32,841,236
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT

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