Philip Rongo, financial advisor Bedminster NJ

Philip Rongo

CRD Number: 1802064
Current Firm: Ibex Wealth Advisors, LLC

Philip Rongo (CRD# 1802064) is an Investment Advisor Representative working at Ibex Wealth Advisors, LLC in Bedminster, NJ and has over 31 years of experience in the finance industry.

Similar Advisors
Danna Jacobs, financial advisor Bedminster NJ
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Michael Kay, financial advisor Bedminster NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Mostafa Aamer, financial advisor Bedminster NJ
Mostafa Aamer
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Ibex Wealth Advisors, LLC Lebanon, NJ Jan 2014 - Current 10
Lpl Financial LLC Lebanon, NJ Nov 1997 - Current 26
Round Valley Wealth Management, LLP Lebanon, NJ Apr 2006 - Jun 2014 8
Round Valley Wealth Advisors, LLC Lebanon, NJ Aug 2005 - Jun 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
S65 NASAA Investment Advisors Law Examination Sep 1993
Contact Info for Philip F. Rongo
Phone Number: 908-849-4800
Registered State(s):
  • FL
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    710
    MILLIONS
  • Total Number of Accounts
    1,126
    ACCOUNTS
  • Average Account Value
    $630,327
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, MA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX

Ready to hire a financial advisor? Get competitive proposals from Philip Rongo and other advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.