Kevin E. Phillis

CENTAURI ADVISORY GROUP

Zelienople, PA 16063

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CRD#: 1180361

Professional summary

Kevin Earl Phillis is a registered financial advisor currently at CENTAURI ADVISORY GROUP, INC. located in Zelienople, Pennsylvania and TRUSTMONT FINANCIAL GROUP, INC. located in Greensburg, Pennsylvania.

Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Kevin has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

SELL PROPERTY & CASUALTY INSURANCE AND LIFE AND HEALTH INSURANCE THROUGH JACK L BONUS INSURANCE CO., ZELIENOPLE, PA. -WRITE FIXED RATE ANNUITIES AND LIFE/DISABIABILITY THROUGH BROKERS SOURCE, PGH, PA- AS OF 10/2023 IS NOW 1/3 OWNER IN JACK L. BONUS INSURANCE COMPANY (S-CORP) - 101 N MAIN ST PO BOX 450 ZELIENOPLE PA- 30 HOURS PER MONTH- IAR DOING BUSINESS WITH CENTAUI ADVISORY GROUP INC. 310 S MAIN ST ZEILENOPLE PA 16063. 8 HOURS PER MONTH, 4 OF THOSE HOURS DURING SECURITIES TRADING HOURS 1/2007- PRESENT, REGISTERED REPRESENTATIVE OF TRUSTMONT FINANCIAL GROUP, INC. 8 HRS PER MONTH, 4 OF THOSE HOURS DURING SECURTIIES TRADING HOURS. OWNER OF A SHORT TERM RENTAL COTTAGE, 144 LAKE SHORE DR, JENNER TWNSHP, PA 15547. 1 HPW NOT DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Earl Phillis'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

January 4, 2012 - Present

CENTAURI ADVISORY GROUP, INC.

Office #1: 310 South Main St., Zelienople, PA 16063

RIA

CRD#: 158999

Zelienople, PA

Current

January 3, 2007 - Present

TRUSTMONT FINANCIAL GROUP, INC.

Office #1: Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601

CRD#: 18312

Greensburg, PA

Past

January 15, 1995 - December 31, 2006

OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD.

CRD#: 21304

BADEN, PA

Past

August 29, 1983 - February 21, 1995

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Florida
(2/16/2012)

Maryland
(2/12/2019)

Ohio
(6/15/2007)

Pennsylvania
(1/3/2007)

IAR

Pennsylvania
(1/4/2012)

Texas
(1/11/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 4/2/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/18/1983

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CENTAURI ADVISORY GROUP, INC.

CRD#: 158999 / SEC#:

Ohio

Registered Investment Advisory firm - (1/20/2012 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/3/2012 Approved)

Texas

Registered Investment Advisory firm - (11/26/2012 Approved)

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Contact information

Main Address

310 South Main St., Zelienople, PA 16063

Mailing Address

Phone number

(724) 716-1234

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	830
AUM (Assets Under Management)	$ 71,900,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Kevin E. Phillis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Earl Phillis's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTAURI ADVISORY GROUP, INC.

TRUSTMONT FINANCIAL GROUP, INC.

OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/2/1984

SIE

Date: 10/1/2018

Series 6

Date: 8/18/1983

FINRA

Current Firm

CENTAURI ADVISORY GROUP, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CENTAURI ADVISORY GROUP, INC.

TRUST BUT VERIFY

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