Philip Francis Rongo
Investment adviser representative at Ibex Wealth Advisors, LLC
29 yearsExperience
3 statesRegistered in
ChFC®Designation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Ibex Wealth Advisors, LLCJan 2014 to now
- LPL Financial LLCNov 1997 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, TX).
Ibex Wealth Advisors, LLC
$1.3BAssets managed
892Clients
8Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1802064
- Firm CRD
- 168674