Philip C. Keevil

CORPORATE PARTNERS & CO. LLC

NEW YORK, NY 10020

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CRD#: 1094224

Professional summary

Philip Clement Keevil is a registered financial professional currently at CORPORATE PARTNERS & CO. LLC located in New York, New York.

Philip is registered as a RR (Registered Representative) and started their career in finance in 1983. Philip has worked at 6 firms and has passed the Series 63, Series 79TO, SIE, Series 41, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Philip Clement Keevil's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 15, 2025 - Present

CORPORATE PARTNERS & CO. LLC

Office #1: 1270 Ave Of The Americas, Suite 300, New York, NY 10020

CRD#: 168356

NEW YORK, NY

Past

July 18, 2007 - August 18, 2018

CPIBD LLC

CRD#: 46049

NEW YORK, NY

Past

November 29, 1997 - December 8, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

October 3, 1995 - September 1, 1998

SALOMON BROTHERS INC.

CRD#: 740

NEW YORK, NY

Past

January 21, 1988 - September 26, 1995

S.G. WARBURG & CO. INC.

CRD#: 1483

NEW YORK, NY

Past

May 21, 1983 - December 3, 1987

LAZARD FRERES & CO. LLC

CRD#: 2528

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New York
(9/11/2025)

Exams

State Security Law Exam

Series 63

Date: 9/11/2025

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 7/15/2025

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 7/15/2025

Securities Industry Essentials Examination

General Industry/Product Exam

Series 41

Date: 5/21/1983

NYSE Allied Member Examination

General Industry/Product Exam

Series 7

Date: 3/19/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/29/1983

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CORPORATE PARTNERS & CO. LLC

CORPORATE PARTNERS & CO. LLC | CORPORATE PARTNERS ADVISORS LLC

CRD#: 168356 / SEC#: , 8-69303

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

1270 Ave Of The Americas, Suite 300, New York, NY 10020

Mailing Address

1270 Ave Of The Americas, Suite 300, New York, NY 10111

Phone number

(212) 332-5820

Established

Delaware since 05/22/2013

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (3 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
CPXR, LLC	MANAGING MEMBER
CORPORATE PARTNERS INVESTMENT ALLIANCE LLC	MEMBER
BEATON, DANIEL STEWART	FINOP	4240769
KAGAN, JONATHAN HIRAM	MANAGING MEMBER & CCO	1632109
WAMBOLD, ALI EDWARD	MANAGING PRINCIPAL	822396

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Philip C. Keevil

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Philip Clement Keevil's CRS (Customer Relationship Summary).

Certified licenses

Experience

CPIBD LLC

CITIGROUP GLOBAL MARKETS INC.

SALOMON BROTHERS INC.

S.G. WARBURG & CO. INC.

LAZARD FRERES & CO. LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/11/2025

Series 79TO

Date: 7/15/2025

SIE

Date: 7/15/2025

Series 41

Date: 5/21/1983

Series 7

Date: 3/19/1983

Series 24

Date: 4/29/1983

FINRA

Current Firm

CORPORATE PARTNERS & CO. LLC

Contact information

FINRA licenses (3 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

CORPORATE PARTNERS & CO. LLC

TRUST BUT VERIFY

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