Philip Antia
Philip Antia is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 34 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (5)
Customer Dispute
November 2003Customer Dispute
April 2003Customer Dispute
July 2002Customer Dispute
October 2001Customer Dispute
April 2001Other Business ActivitiesSells Insurance
Philip is an insurance agent in Florida since 2017, selling fixed and fixed indexed annuities, life insurance (including variable annuities), and health insurance. He spends minimal time on this activity.
Employment History
Current Registrations
Nfsg Corporation
Newbridge Securities CorporationBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Raymond James & Associates, INC.Broker
State Registrations10 states
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.