Philip
Sicuro
Woodbury Financial Services, Inc
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About this Advisor
Philip Sicuro is a financial advisor who works in Hackensack, New Jersey with a total of 1 year of relevant experience. Sicuro is an employee of Woodbury Financial Services, Inc. Over the course of their career, they have held roles at Institutional Investor, Nitron Group, Bunge Limited, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Woodbury Financial, Inc. Sicuro has Series 66 and Series 63 licenses, which qualify them as a securities agent, and is able to serve investors in New Jersey and New York. Woodbury Financial Services, Inc is an advisory firm based in Saint Paul, MN. The company has offices in 1,038 locations and a total of 3,002 people on staff. It controls $19 billion in assets under management among its 101,950 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 184 charitable organizations. Of its 101,950 client accounts, just 11% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on the services provided. However, fee types charged by Woodbury Financial Services, Inc most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$19,278,448,046
3,002
101,950
$189,097
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
Philip Sicuro Work History
Philip has been registered as a financial advisor for 1 years.*
Woodbury Financial, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Institutional Investor
Nitron Group
Bunge Limited
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Philip Sicuro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Woodbury Financial Services, Inc
Thibodaux, LA
Overland Park, KS
Jericho, NY
Saint Paul, MN
Germantown, TN
Sterling Heights, MI
Mount Joy, PA
Glenwood, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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