Philip PiedtCRD Number: 5532987
Current Firm: Professional Planning Services
Philip Piedt (CRD# 5532987) is an Investment Advisor Representative working at Professional Planning Services in Holbrook, NY and has over 5 years of experience in the finance industry.
Scholtz & Co
Axa Advisors, LLC
American Portfolios Advisors, Inc.
|American Portfolios Financial Services Inc.||Holbrook, NY||May 2012 - Current||4|
|Axa Advisors, LLC||New York, NY||May 2011 - May 2012||1|
|Benchmark Financial Group||Boca Raton, FL||Jan 2010 - May 2011||1|
|Palm Beach Atlantic University||West Palm Beach, FL||Aug 2007 - Dec 2010||3|
|Kovack Securities Inc.||Ft. Lauderdale, FL||May 2008 - Mar 2010||1|
|Freman & Supran Pa||West Palm Beach, FL||Jan 2009 - May 2009||< 1|
|Family Christian Stores||Pompano Beach, FL||Aug 2005 - Dec 2007||2|
|Westminster Academy||Ft. Lauderdale, FL||May 2001 - May 2007||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management340MILLIONS
Total Number of Accounts1,702ACCOUNTS
Average Account Value$199,744
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AZ, CA, CO, CT, FL, GA, KS, KY, LA, MA, MD, ME, NC, NH, NJ, NM, NV, NY, PA, SC, TN, TX, VA, VT, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.