Philip Francis Rongo Jr
Professional Summary
Philip Francis Rongo JR is a registered financial advisor currently at IBEX WEALTH ADVISORS, LLC located in Jupiter, Florida and LPL FINANCIAL LLC located in Bedminster, New Jersey. Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Philip has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
IBEX WEALTH ADVISORS, LLC | PHIL RONGO WEALTH MANAGEMENT
Contact Information
Main Address
500 S. Australian Ave. Suite 600, West Palm Beach, FL 33401Phone Number
(908) 849-4800# of Employees
10SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
892AUM (Assets Under Management)
$1,284,279,818Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
IBEX WEALTH ADVISORS, LLC | PHIL RONGO WEALTH MANAGEMENT
State Registrations and Notice Filings
(4/3/2001)
(12/20/1999)
(3/10/2014)
(12/17/2025)
(11/18/1999)
(8/29/2017)
(1/14/1999)
(9/27/2018)
(11/26/2014)
(3/2/2026)
(8/29/2024)
(11/7/1997)
(6/5/2001)
(9/29/2020)
(5/1/2025)
(11/7/1997)
(1/17/2014)
(11/7/1997)
(7/2/1998)
(6/17/2003)
(11/7/1997)
(6/16/1999)
(5/11/2023)
(7/9/2015)
(10/27/2015)
(6/12/2000)
(11/7/1997)
(9/9/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Philip Francis Rongo JR's CRS (Customer Relationship Summary).
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