Philip Rongo, financial advisor Lebanon NJ
96 score

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 Lebanon, NJ and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ibex Wealth Advisors, LLC Lebanon, NJ Jan 2014 - Current 2
Round Valley Wealth Advisors, LLC Lebanon, NJ Aug 2005 - Current 11
Lpl Financial LLC Lebanon, NJ Nov 1997 - Current 19
Round Valley Wealth Management, LLP Lebanon, NJ Apr 2006 - 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: 908-892-0415
Registered State(s):
  • NJ
  • TX
  • PA
By the Numbers
  • Total Assets Under Management
    254
    MILLIONS
  • Total Number of Accounts
    506
    ACCOUNTS
  • Average Account Value
    $500,988
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

CA, DE, FL, MA, MD, NC, NH, NJ, NY, PA, SC, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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