Phillip N. Senderowitz

WELLTH ADVISORY SERVICES

SHOREWOOD, IL

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CRD#: 2153160

Professional summary

Phillip Nathan Senderowitz, CFP® is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Shorewood, Illinois.

Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Phillip has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 8 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.

Business Name: Maitland Police and Fire Pension Investment Related: Yes Address: 1776 Independence Lane Maitland FL 32751 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Board Trustee Start Date: 11/1/2003 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend quarterly meetings and vote on iems associated with pension rules Business Name: Strategic Retirement Partners Investment Related: Yes Address: 874 Brightwater Circle Maitland FL 32751 Nature of Business: Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: Managing Director Start Date: 10/19/2015 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Retirement plan consulting Business Name: Tampa Orlando Pinellas Jewish Foundation Investment Related: No Address: 13009 Community Campus Drive Tampa FL 33625 Nature of Business: Community/Charitable/Civic Position, Title or Relationship: Board Member Start Date: 9/1/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend quarterly meetings and approve distributions requested by donors

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Nathan Senderowitz'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®

CFP^®

Certified Financial Planner

Experience

Current

July 9, 2024 - Present

WELLTH ADVISORY SERVICES, LLC

RIA

CRD#: 330537

SHOREWOOD, IL

Past

April 4, 2019 - July 13, 2024

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

Maitland, FL

Past

May 2, 2016 - April 1, 2019

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

MAITLAND, FL

Past

November 25, 2015 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

Maitland, FL

Past

September 3, 2014 - April 1, 2019

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Maitland, FL

Past

May 15, 2013 - August 11, 2016

WEALTHSPIRE RETIREMENT ADVISORY

RIA

CRD#: 121254

MAITLAND, FL

Past

January 19, 2010 - April 15, 2013

FINANCIAL TELESIS INC

RIA

CRD#: 31012

MAITLAND, FL

Past

December 15, 2009 - September 3, 2014

FINANCIAL TELESIS INC

CRD#: 31012

MAITLAND, FL

Past

January 28, 2008 - November 30, 2009

NRP ADVISORS, INC.

RIA

CRD#: 141430

WINTER PARK, FL

Past

January 24, 2008 - November 30, 2009

NRP FINANCIAL, INC.

CRD#: 103717

WINTER PARK, FL

Past

June 9, 2006 - January 25, 2008

OSAIC FA, INC.

RIA

CRD#: 3978

MAITLAND, FL

Past

May 16, 2006 - January 25, 2008

OSAIC FA, INC.

CRD#: 3978

MAITLAND, FL

Past

December 9, 2005 - February 1, 2006

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

ORLANDO, FL

Past

December 8, 2005 - February 1, 2006

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

CHARLOTTE, NC

Past

August 26, 2002 - September 16, 2005

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ORLANDO, FL

Past

August 14, 2002 - September 16, 2005

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

March 20, 1992 - June 19, 1998

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

July 24, 1991 - January 22, 1992

H.J. MEYERS & CO., INC.

CRD#: 15609

ROCHESTER, NY

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".

WELLTH ADVISORY SERVICES, LLC

STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA

Registered Investment Advisory firm - (4/26/2024 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

Florida
(7/9/2024)

IAR

Rhode Island
(7/15/2024)

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

IAR

Series 66

Date: 8/20/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/24/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/13/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 12/16/1993

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

WELLTH ADVISORY SERVICES, LLC

STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA

Registered Investment Advisory firm - (4/26/2024 Approved)

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Contact information

Main Address

Shorewood, IL

Mailing Address

Phone number

(866) 777-4015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WELLTH ADV WRAP BROCHURE (3/31/2025)

WELLTH ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,338
AUM (Assets Under Management)	$ 23,574,040,155

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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Firm Stability Insights

Phillip N. Senderowitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Nathan Senderowitz's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL RETIREMENT PARTNERS LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

WEALTHSPIRE RETIREMENT ADVISORY

FINANCIAL TELESIS INC

FINANCIAL TELESIS INC

NRP ADVISORS, INC.

NRP FINANCIAL, INC.

OSAIC FA, INC.

OSAIC FA, INC.

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

CHARLES SCHWAB & CO., INC.

H.J. MEYERS & CO., INC.

Primary Firm SEC Registration

WELLTH ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/20/2002

Series 63

Date: 7/24/1991

SIE

Date: 10/1/2018

Series 7

Date: 8/13/2002

Series 8

Date: 12/16/1993

Current Firm

WELLTH ADVISORY SERVICES, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WELLTH ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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