PL
Philip Lee Nagel
CRD 1827270
Certified Financial Planner
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| The American Institute For Advanced Investment Management, Llp | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
The American Institute For Advanced Investment Management, Llp
Managing General Partner, Chief Compliance Officer · Less than 5% · Mar 2024
-
The American Institute For Advanced Investment Management, Llp
Owner, Managing Member · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗