Philip BaldassariCRD Number: 705809
Current Firm: 1914 Advisors
Philip Baldassari (CRD# 705809) is an Investment Advisor Representative working at 1914 Advisors in West Conshohocken, PA and has over 42 years of experience in the finance industry.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Lpl Financial LLC
|Boenning & Scattergood Inc.||West Conshohocken, PA||Jan 2009 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1980|
Total Assets Under Management1,158MILLIONS
Total Number of Accounts1,321ACCOUNTS
Average Account Value$876,322
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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