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CP

Christy L. Phillips Strigel

FRANKLIN STREET ADVISORS
Chapel Hill, NC 27517-8833
Some features on this profile are disabled
CRD#: 2421782
CP

Professional summary

Christy Lynn Phillips Strigel, who also goes by Christy Phillips Dalehite, Christy L Phillips, Christy Lynn Phillips, Christy Phillips Strigel, is a registered financial advisor currently at FRANKLIN STREET ADVISORS INC. located in Chapel Hill, North Carolina.

Christy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Christy has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christy Phillips Dalehite | Christy L Phillips | Christy Lynn Phillips | Christy Phillips Strigel

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.
DK-USASPORTHORSE,LLC. PARTNER, OFFICER. BUSINESS IN NON-INVESTMENT RELATED BASED IN DURHAM, NC. IMPORTATION OF EUROPEAN SPORT HORSES AND EQUESTRIAN CENTER ACTIVITIES. NO ACTIVE MANAGEMENT OR DAILY INVOLVEMENT. HORSE TRAINING. REO Sporthorses, LLC. Partner, Officer. Non-investment related based in Durham, NC and Belgium. Sales and import of European show horses. No active management or daily involvement. Began 1/1/22.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christy Lynn Phillips Strigel'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 12, 2013 - Present

FRANKLIN STREET ADVISORS INC.

Office #1: 1450 Raleigh Road Suite 300, Chapel Hill, NC 27517-8833
RIA
CRD#: 106275
Chapel Hill, NC
Past

January 18, 2007 - September 29, 2010

OAK VALUE CAPITAL MANAGEMENT, INC

RIA
CRD#: 106803
CHAPEL HILL, NC
Past

December 9, 1997 - July 6, 2006

COKER & PALMER

BD
CRD#: 29163
DURHAM, NC
Past

September 19, 1994 - April 17, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
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".
FS
FRANKLIN STREET ADVISORS INC.
FRANKLIN STREET ADVISORS INC. | FRANKLIN STREET ASSET MANAGEMENT, LLC | FRANKLIN STREET ADVISORS, INC.

CRD#: 106275 / SEC#: 801-39635

RIA
Registered Investment Advisory firm - (8/15/1991 Approved)
North Carolina
Registered Investment Advisory firm - (12/31/2002 Failure to Renew)

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
North Carolina
(8/12/2013)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/12/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/14/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/16/1994
General Securities Representative Examination

Current Firm

FS
FRANKLIN STREET ADVISORS INC.
FRANKLIN STREET ADVISORS INC. | FRANKLIN STREET ASSET MANAGEMENT, LLC | FRANKLIN STREET ADVISORS, INC.

CRD#: 106275 / SEC#: 801-39635

RIA
Registered Investment Advisory firm - (8/15/1991 Approved)
North Carolina
Registered Investment Advisory firm - (12/31/2002 Failure to Renew)
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Contact information

Main Address
1450 Raleigh Road Suite 300, Chapel Hill, NC 27517-8833
Mailing Address
Phone number
(919) 489-2600
Established
Firm type
Fiscal year end
# of Employees
39

SEC notice filing (12 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FRANKLIN STREET ADVISORS FORM ADV PART 2A BROCHURE MARCH 2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts1,613
AUM (Assets Under Management)$ 3,930,236,135

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
02/24/2025
Cover Page
Report
08/28/2023
Cover Page
Report
11/23/2022
Cover Page
Report

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

FRANKLIN STREET ADVISORS INC.

CRD#: 106275Chapel Hill, NC 27517-8833

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