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Philip Francis Rongo

Investment adviser representative at Ibex Wealth Advisors, LLC
12 yearsYears since first job or exam
1 stateRegistered in
$1.3B
12 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

Contact this advisor

(908) 849-4800ibexwealth.comFirm's SEC record

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Ibex Wealth Advisors, LLCOct 2022 to now
  2. USA HockeyOct 2014 to now
  3. IuAug 2023 to Dec 2025
  4. The Mullings GroupFeb 2021 to Sep 2022
  5. Cratus CapitalMay 2019 to Mar 2020
  6. LowesApr 2019 to May 2019
  7. Villagio Restaurant and BarFeb 2018 to Apr 2018
  8. FauAug 2017 to May 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

Ibex Wealth Advisors, LLC

$1.3B
892Clients
8Advisers
12 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

7655598
168674
Advisor's SEC record
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