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SR

Shane Redmond

PHX FINANCIAL
New York, NY 10005
Some features on this profile are disabled
CRD#: 1997492
SR

Professional summary


Shane Redmond is a registered financial professional currently at PHX FINANCIAL, INC. located in New York, New York.

Shane is registered as a RR (Registered Representative) and started their career in finance in 1989. Shane has worked at 16 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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 Shane Redmond'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

December 21, 2022 - Present

PHX FINANCIAL, INC.

Office #1: 100 Wall Street Floor 10, New York, NY 10005
BD
CRD#: 144403
New York, NY
Past

September 8, 2021 - December 9, 2022

WILMINGTON CAPITAL SECURITIES, LLC

BD
CRD#: 133839
New York, NY
Past

July 9, 2021 - September 10, 2021

AEGIS CAPITAL CORP.

BD
CRD#: 15007
NEW YORK, NY
Past

January 14, 2009 - July 13, 2021

TRIDENT PARTNERS LTD.

BD
CRD#: 41258
WOODBURY, NY
Past

March 12, 2002 - January 13, 2009

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
SAN FRANCISCO, CA
Past

February 13, 2002 - March 26, 2002

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA
Past

February 11, 2002 - February 19, 2002

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

November 5, 2001 - February 11, 2002

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA
Past

June 29, 2001 - November 9, 2001

MILLER JOHNSON STEICHEN KINNARD, INC.

BD
CRD#: 694
MINNEAPOLIS, MN
Past

June 27, 2000 - June 6, 2001

PACIFIC GENESIS GROUP, INC.

BD
CRD#: 37429
ALAMEDA, CA
Past

December 21, 1999 - July 13, 2000

CANTELLA & CO., INC.

BD
CRD#: 13905
MALDEN, MA
Past

November 17, 1999 - December 23, 1999

AMERICAN FRONTEER FINANCIAL CORPORATION

BD
CRD#: 1398
DENVER, CO
Past

February 13, 1997 - November 17, 1999

GILFORD SECURITIES INCORPORATED

BD
CRD#: 8076
NEW YORK, NY
Past

October 12, 1995 - March 24, 1997

PACIFIC GENESIS GROUP, INC.

BD
CRD#: 37429
ALAMEDA, CA
Past

October 11, 1994 - September 26, 1995

WULFF, HANSEN & CO.

BD
CRD#: 908
SAN RAFAEL, CA
Past

April 18, 1994 - October 12, 1994

WHITEHALL-PARKER SECURITIES, INC.

BD
CRD#: 10608
SAN RAFAEL, CA
Past

January 28, 1993 - April 12, 1994

GLOBAL STRATEGIES GROUP, INC.

BD
CRD#: 27414
NEW YORK, NY
Past

December 1, 1989 - April 15, 1994

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX

State Registrations and Notice Filings


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

RR
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

RR
Arizona
(12/21/2022)
RR
California
(12/21/2022)
RR
New Jersey
(4/11/2023)
RR
New York
(12/21/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/5/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


PF
PHX FINANCIAL, INC.
BLACKWALL CAPITAL MARKETS, INC. | PHX FINANCIAL, INC. | PHOENIX FINANCIAL SERVICES | GRANDVIEW CAPITAL, INC.

CRD#: 144403 / SEC#: , 8-67653

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


Main Address
100 Wall Street Floor 10, New York, NY 10005
Mailing Address
100 Wall Street Floor 10, New York, NY 10005
Phone number
(212) 776-4187
Established
Florida since 12/27/2006
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PHOENIX FINANCIAL CONSOLIDATED HOLDINGS, LPPARENT OF BROKER DEALER
CHEN, KEVINCEO4871316
GILMAN, ROBERT CRAIGFINOP - PFO1738412
MONTANA, JOSEPH RYANROSFP, MSRB PRINCIPAL5640919
OTOYA, DANIEL ORLANDOCHIEF COMPLIANCE OFFICER2208241

Disclosures


Regulatory Event4
Arbitration2

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.

Company Information


PHX FINANCIAL, INC.

CRD#: 144403New York, NY 10005

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