PG
Philip G Palumbo
CRD 4158450
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Palumbo Wealth Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Palumbo Wealth Management Llc
Founder, Chief Executive Officer, Chief Investment Officer, And Managing Member · 75% or more · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗