Denise P. Anderson

IBEX WEALTH ADVISORS

Bedminster, NJ 07921

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CRD#: 2181856

Professional summary

Denise Paige Anderson, who also goes by Denise Paige Anderson, Denise Paige Cherry, Denise Paige Cherry, Denise Marie Paige, Denise Paige, is a registered financial advisor currently at IBEX WEALTH ADVISORS, LLC located in Bedminster, New Jersey and LPL FINANCIAL LLC located in Bedminster, New Jersey.

Denise is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Denise has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6, Series 7, Series 3 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Denise Paige Anderson | Denise Paige Cherry | Denise Paige Cherry | Denise Marie Paige | Denise Paige

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.

1. 5/14/2019 - Non-Variable Insurance - DENISE ANDERSON - Lebanon, NJ 09/01/2019 - LCJ Summit Middle School PTO Assistant Treasurer; Non-Investment related;2 hrs./month, 0 during securities trading hours. 2. 06/28/2019 - IBEX WEALTH ADVISORS, LLC - Investment related - At reported business location(s) - Registered Investment Advisor Hybrid- IAR - start date:05/02/2019 - 160 hrs/mo - 8 hrs during trading - 100% time spent - I provide investment advisory services through Ibex Wealth Advisors LLC, an independent investment advisor firm. I started this business activity in May 25, 2019. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 07/29/2019 - Ibex Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/25/2019 - 180 Hours Per Month/150 Hours During Securities Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denise Paige Anderson'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

June 14, 2019 - Present

IBEX WEALTH ADVISORS, LLC

Office #1: 135 Us Highway 202 206 Suite 4, Bedminster, NJ 07921

RIA

CRD#: 168674

Bedminster, NJ

Current

May 14, 2019 - Present

LPL FINANCIAL LLC

Office #1: 135 Us Highway 202 206, Ste 4, Bedminster, NJ 07921

RIA

CRD#: 6413

Bedminster, NJ

Past

September 25, 2018 - February 6, 2019

MUTUAL SECURITIES, INC.

CRD#: 13092

Summit, NJ

Past

January 20, 1996 - December 9, 2008

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Past

October 29, 1991 - February 5, 1996

SALOMON BROTHERS INC.

CRD#: 740

NEW YORK, 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".

IBEX WEALTH ADVISORS, LLC

IBEX WEALTH ADVISORS, LLC | PHIL RONGO WEALTH MANAGEMENT

CRD#: 168674 / SEC#: 801-78971

RIA

Registered Investment Advisory firm - (1/2/2014 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.

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

New Jersey
(5/14/2019)

IAR

New Jersey
(6/14/2019)

New York
(9/23/2021)

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

IAR

Series 65

Date: 5/21/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/25/2019

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: 9/25/2018

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 10/28/1991

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 10/18/1991

National Commodity Futures Examination

Principal/Supervisory Exam

Series 8

Date: 6/20/1997

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

SRO Registrations

FINRA

Current Firm

IBEX WEALTH ADVISORS, LLC

IBEX WEALTH ADVISORS, LLC | PHIL RONGO WEALTH MANAGEMENT

CRD#: 168674 / SEC#: 801-78971

RIA

Registered Investment Advisory firm - (1/2/2014 Approved)

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Contact information

Main Address

135 Us Highway 202 206 Suite 4, Bedminster, NJ 07921

Mailing Address

Phone number

(908) 849-4800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,014
AUM (Assets Under Management)	$ 963,308,925

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

Denise P. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denise Paige Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

MUTUAL SECURITIES, INC.

CREDIT SUISSE SECURITIES (USA) LLC

SALOMON BROTHERS INC.

Primary Firm SEC Registration

IBEX WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/21/2019

Series 63

Date: 1/25/2019

SIE

Date: 10/1/2018

Series 6

Date: 9/25/2018

Series 7

Date: 10/28/1991

Series 3

Date: 10/18/1991

Series 8

Date: 6/20/1997

FINRA

Current Firm

IBEX WEALTH ADVISORS, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IBEX WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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