Philip Rachmelowitz is a registered investment advisor, based in Lakewood, NJ, with 30 years of industry experience.
Location
1700 Madison Ave, Rt 9, Lakewood, NJ, 08701
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Philip is affiliated with Avantax Insurance Agency selling equity indexed annuities since 2013, dedicating minimal time. He also oversees FINRA cases and owns Philip Rachmelowitz EA LLC for accounting and tax preparation, spending a few hours per week on this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations10 states
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