Philip Meltzer
Philip Meltzer is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Collegeville, PA, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
555 Second Avenue, Suite D-300, Collegeville, PA, 19426
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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 has 100% ownership in Meltzer & Hill Wealth Advisory LLC and Meltzer Asset Management Inc, spending minimal time on the latter. He also works as a financial advisor for Princeton Harriman Insurance Solutions, dedicating a few hours per week to the insurance business.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Mfs Fund Distributors, INC.Broker
State Registrations24 states
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