Angela
Phillips
Consilio Wealth Advisors, LLC
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About this Advisor
Angela Phillips is a financial advisor based in Cowlesville, New York, working with Consilio Wealth Advisors, LLC. Angela has previously held positions at Metlife Securities, Mml Investors Services, LLC, Phillips Family Farm, Inc, Wells Fargo Clearing Services LLC, Wells Fargo Advisors Financial Network, LLC, Park Avenue Securities, Guardian Life Insurance Company, Consilio Wealth Advisors, LLC, Capital Markets Advisors, LLC, and Mass Mutual Life Insurance Company. Angela has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Angela is part of Consilio Wealth Advisors, LLC, which operates out of Cowlesville, New York. The firm has 3 offices and 7 employees. The firm manages assets totaling $359.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Consilio Wealth Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Consilio Wealth Advisors, LLC Brokerage Details
$359,712,895
7
1,144
$314,434
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Angela Phillips Work History
Consilio Wealth Advisors, LLC
Park Avenue Securities
Guardian Life Insurance Company
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Clearing Services LLC
Mml Investors Services, LLC
Mml Investors Services, LLC
Mml Investors Services, LLC
Phillips Family Farm, Inc
Metlife Securities
Mass Mutual Life Insurance Company
Capital Markets Advisors, LLC
Disclosures
Please visit the SEC profile of Angela Phillips 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 Consilio Wealth Advisors, LLC
Cowlesville, NY
Bellevue, WA
Bellevue, WA
Scottsdale, AZ
Bellevue, WA
Bellevue, WA
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