Phillip Joseph Susi
Investment adviser representative at Tcp Asset Management, LLC
14 yearsExperience
2 statesRegistered in
$1.2BFirm assets
9 yearsFirm in business
Are you Phillip Joseph Susi? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- United Planners Financial Services of AmericaDec 2016 to now
- Tcp Asset Management, LLCNov 2016 to now
- Trendency Capital PartnersNov 2016 to now
- Philip J. Susi Independent InsuranceOct 2005 to now
- Riley Benefits and Investment GroupDec 2017 to Sep 2019
- East Harbour CapitalNov 2017 to Apr 2019
- Trendency Capital ManagmentOct 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Tcp Asset Management, LLC
$1.2BAssets managed
2,221Clients
25Advisers
9 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
- 5109197
- Firm CRD
- 286037