Philip Anthony Ierardi
Investment adviser representative at Inflection Capital Management, LLC
31 yearsExperience
3 statesRegistered in
$365.6MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Inflection Capital Management, LLCAug 2025 to now
- The Oglethorpe Collective, LLC ("toc-23")May 2025 to now
- Javelin Securities, LLCDec 2022 to Dec 2023
- Eton SolutionsApr 2021 to May 2025
- UnemployedJan 2021 to Apr 2021
- Fidelity Brokerage Services, Inc.Aug 1995 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (CA, MA, NH).
Inflection Capital Management, LLC
$365.6MAssets managed
17Clients
7Advisers
1 yearIn 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
- 2656020
- Firm CRD
- 333157