PP
Philip Palumbo
from Palumbo Wealth Management LLC
Philip Palumbo is a financial advisor based in New York, Great Neck,
with 24 years of experience. Philip currently works for
Palumbo Wealth Management LLC.
Philip maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Philip Palumbo works at Palumbo Wealth Management LLC
Palumbo Wealth Management LLC is a financial advisory firm based in Great Neck, New York. It currently has approximately $230,140,486 of assets under management and employs about 7 people. Palumbo Wealth Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
9 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
1010 Northern Boulevard, Suite 310, Great Neck, New York, 11021
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