Phyllis Nye
Phyllis Nye is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Shippensburg, PA, with 34 years of industry experience. Phyllis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
77 East King St, Shippensburg, PA, 17257
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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
Phyllis sells fixed insurance products, including life insurance, annuities, and long-term care, dedicating about full-time hours to this. She is also a registered representative with Orrstown Bank DBA Orrstown Financial Advisors, spending about full-time hours on new business development and trust account administration.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
T.H.E. Financial Group, LTDBroker
Dean Witter Reynolds INC.Broker
Meridian Securities, INC.Broker
State Registrations23 states
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