Angela Marie Phillips
Investment adviser representative at Consilio Wealth Advisors, LLC
7 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$555.8MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Consilio Wealth Advisors, LLCNov 2021 to now
- Park Avenue SecuritiesMay 2021 to Jan 2022
- Guardian Life Insurance CompanyApr 2021 to Dec 2021
- Wells Fargo Advisors Financial Network, LLCMar 2020 to Jan 2021
- MML Investors Services, LLCOct 2019 to Mar 2020
- Wells Fargo Clearing Services LLCJul 2019 to Sep 2019
- MML Investors Services, LLCMay 2018 to Jul 2019
- Phillips Family Farm, IncJul 2017 to Jul 2019
- MML Investors Services, LLCMar 2017 to Aug 2017
- Metlife SecuritiesFeb 2015 to Mar 2017
- Mass Mutual Life Insurance CompanyJan 2015 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NY).
Consilio Wealth Advisors, LLC
$555.8MAssets managed
288Clients
7Advisers
5 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
- 5394935
- Firm CRD
- 314466