Benjamin Mark Phillips
Investment adviser representative at Tanager Wealth Management
10 yearsExperience
2 statesRegistered in
$1.6BFirm assets
13 yearsFirm 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
- Pension consulting
Experience
10 years in the industry.
- Tanager Wealth Management LLPJun 2024 to now
- UnemployedMay 2023 to Jun 2024
- Connectus WealthSep 2022 to May 2023
- Northcoast Asset ManagementSep 2022 to May 2023
- Newbridge Securities CorporationOct 2020 to Sep 2022
- Red Boy LLCOct 2019 to Sep 2020
- Newbridge Securities CorporationMay 2019 to Sep 2019
- Aurora Capital LLCJul 2018 to Jun 2019
- Mahoney Asset ManagementMay 2018 to Aug 2022
- TD AmeritradeJul 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Tanager Wealth Management
Legal name: Tanager Wealth Management LLP
$1.6BAssets managed
1,052Clients
13Advisers
13 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
- 6699971
- Firm CRD
- 166084