Phillip
Neman

Masterworks Advisers, LLC

CRD#7876170
Investment Advisor
in New York, NY

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About this Advisor

Phillip Neman is a financial advisor based in New York, New York, working with Masterworks Advisers, LLC. Phillip has previously held positions at Wego Chemical Group, High Rise Financial, Heytutor, Full-Time Education - University Of California, Santa Barbara, and Masterworks Advisers. Phillip has passed the Series 65 regulatory exam and is registered to provide services in New York and Texas. Currently, Phillip is part of Masterworks Advisers, LLC, which operates out of New York, New York. The firm has 40 employees and manages assets totaling $37.2 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for pooled investment vehicles. The fee structure at Masterworks Advisers, LLC includes fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Fixed Fees

Office Location

225 Liberty Street 29Th Floor
New York, NY 10281

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Masterworks Advisers, LLC Brokerage Details

Total Assets Under Management

$37,198,850

NY Average: $7,464,549,021
Total Number of Employees

40

NY Average: 88
Total Number of Accounts

438

NY Average: 3,892
Average Account Size

$84,929

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Phillip Neman Work History

2024 - Present (0 year)

Masterworks Advisers

2023 - Present (1 year)

Wego Chemical Group

2021 - 2023 (2 years)

High Rise Financial

2019 - 2021 (2 years)

Heytutor

2017 - 2019 (2 years)

Full-Time Education - University Of California, Santa Barbara

Disclosures

Please visit the SEC profile of Phillip Neman 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 Masterworks Advisers, LLC

Anthony Desimone
New York, NY
Chad Minick
New York, NY
Ivan Lau
New York, NY
Candy Light
New York, NY
Daniel Delaney
New York, NY
Lal Cakmur
New York, NY
Joshua Taylor
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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