PF
PF

Philip Fabrizio

43 Years of Experience
Fair Lawn, NJ
Broker

Philip Fabrizio is a registered investment advisor at Kingsbridge Advisors, LLC, based in Fair Lawn, NJ, with 43 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 47 clients.

Compensation
Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)
Annual Retainer:$2,500 - $250,000/year
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Location

1115 Promenade Boulevard, Fair Lawn, NJ, 07410

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Philip is an IAR of Kingbridge Advisors, LLC. He also serves on the executive committee of Knickerbocker Country Club, dedicating minimal time to general club oversight and decision-making related to golf and social activities.

Employment History
Current Registrations
Kingsbridge Advisors, LLC
October 2004 - Present · 21 yrs 6 mos
Equitable Advisors, LLC
July 2002 - Present · 23 yrs 9 mos
Equitable Advisors, LLCBroker
November 1982 - Present · 43 yrs 5 mos
Previous Registrations
Ing Financial Advisers, LLCBroker
November 2000 - December 2002 · 2 yrs 1 mo
The Equitable Life Assurance Society of the United StatesBroker
November 1982 - January 2000 · 17 yrs 2 mos
State Registrations9 states
CACTFLMANJNYORPASC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Philip Fabrizio - Financial Advisor | TrueAdvisor