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.

Similar Advisors
John Middleton, financial advisor Lebanon NJ
John P. Middleton
CRD# 2267593
Brighton Financial Planning
Similar Advisors
Richard Welch, financial advisor Lebanon NJ
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Similar Advisors
Harvey Fram, financial advisor Lebanon NJ
Harvey J. Fram
CRD# 2154776
Constantia Capital LLC
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 18
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
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from Philip Rongo and other advisors.
Clean Record
This advisor has a clean track record with regulators.

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 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.