Philip
Rachmelowitz
Avantax Advisory Services
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About this Advisor
Philip Rachmelowitz is a financial advisor based in Lakewood, New Jersey, working with Avantax Advisory Services. Philip has previously held positions at Avantax Investment Services, Inc, Avantax Advisory Services, and Avantax Insurance Agency, LLC. Philip has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Philip is part of Avantax Advisory Services, which operates out of Lakewood, New Jersey. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Philip Rachmelowitz Work History
Avantax Insurance Agency, LLC
Avantax Investment Services, Inc
Avantax Advisory Services
Disclosures
Please visit the SEC profile of Philip Rachmelowitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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