Hylton H. Phillips-page

LIPPER ADVISORY SERVICES

Summit, NJ

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CRD#: 1247830

Professional summary

Hylton Hudson Phillips-page, who also goes by Hylton Hudson Phillipspage, is a registered financial advisor currently at LIPPER ADVISORY SERVICES INC located in Summit, New Jersey.

Hylton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Hylton has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Hylton Hudson Phillipspage

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) - RIA

Click below to view Hylton Hudson Phillips-page's CRS (Customer Relationship Summary).

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

August 22, 2013 - Present

LIPPER ADVISORY SERVICES INC

RIA

CRD#: 107283

Summit, NJ

Past

October 19, 2009 - July 8, 2013

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WEEHAWKEN, NJ

Past

January 6, 2006 - July 8, 2013

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

December 21, 2000 - December 19, 2005

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

March 6, 1984 - October 29, 1999

LIPPER ANALYTICAL SECURITIES CORPORATION

CRD#: 6837

SUMMIT, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LIPPER ADVISORY SERVICES INC

CRD#: 107283 / SEC#: 801-39851

RIA

Registered Investment Advisory firm - (9/16/1991 Approved)

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.

Highlighted states indicate IAR registrations

IAR

New Jersey
(8/22/2013)

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.

Exams

State Security Law Exam

Series 63

Date: 5/25/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/16/1983

General Securities Representative Examination

Current Firm

LIPPER ADVISORY SERVICES INC

CRD#: 107283 / SEC#: 801-39851

RIA

Registered Investment Advisory firm - (9/16/1991 Approved)

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Contact information

Main Address

Summit, NJ

Mailing Address

Phone number

(908) 273-2454

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LAS - ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 142,996,836

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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Hylton H. Phillips-page

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hylton Hudson Phillips-page's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIPPER ADVISORY SERVICES INC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

LIPPER ANALYTICAL SECURITIES CORPORATION

Primary Firm SEC Registration

LIPPER ADVISORY SERVICES INC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/25/1984

Series 7

Date: 7/16/1983

Current Firm

LIPPER ADVISORY SERVICES INC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIPPER ADVISORY SERVICES INC

TRUST BUT VERIFY

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