Philip C. Kistler

TURTLE CREEK TRUST

Dallas, TX 75219

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CRD#: 2546664

Professional summary

Philip Corder Witter Kistler, who also goes by Philip Kistler, is a registered financial advisor currently at TURTLE CREEK TRUST located in Dallas, Texas.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Philip has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Philip Kistler

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) - RIA

Click below to view Philip Corder Witter Kistler'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

October 3, 2011 - Present

TURTLE CREEK TRUST

Office #1: 3838 Oak Lawn Ave Suite 1650, Dallas, TX 75219

RIA

CRD#: 140212

Dallas, TX

Past

August 25, 2003 - May 2, 2006

UST SECURITIES CORP.

CRD#: 13906

STAMFORD, CT

Past

October 23, 1998 - August 31, 2001

UST FINANCIAL SERVICES CORP.

CRD#: 36881

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".

TURTLE CREEK TRUST

ENCELADUS INVESTMENT MANAGEMENT, LLC | TURTLE CREEK TRUST | TURTLE CREEK MANAGEMENT, LLC

CRD#: 140212 / SEC#: 801-66626

RIA

Registered Investment Advisory firm - (5/17/2006 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

Texas
(10/3/2011)

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 65

Date: 12/5/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/12/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/24/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 12/9/1997

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

Current Firm

TURTLE CREEK TRUST

ENCELADUS INVESTMENT MANAGEMENT, LLC | TURTLE CREEK TRUST | TURTLE CREEK MANAGEMENT, LLC

CRD#: 140212 / SEC#: 801-66626

RIA

Registered Investment Advisory firm - (5/17/2006 Approved)

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Contact information

Main Address

3838 Oak Lawn Ave Suite 1650, Dallas, TX 75219

Mailing Address

Phone number

(214) 468-0100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TCM FORM ADV 2A MARCH 2025 FINAL (3/31/2025)

Regulatory assets under management

Total Number of Accounts	540
AUM (Assets Under Management)	$ 3,661,746,284

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/29/2025	Cover Page	Report
10/25/2024	Cover Page	Report
08/24/2023	Cover Page	Report
02/27/2023	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.

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Philip C. Kistler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Corder Witter Kistler's CRS (Customer Relationship Summary).

Certified licenses

Experience

UST SECURITIES CORP.

UST FINANCIAL SERVICES CORP.

Primary Firm SEC Registration

TURTLE CREEK TRUST

State Registrations and Notice Filings

Exams

Series 65

Date: 12/5/1994

Series 63

Date: 11/12/1994

Series 7

Date: 9/24/1994

Series 8

Date: 12/9/1997

Current Firm

TURTLE CREEK TRUST

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TURTLE CREEK TRUST

TRUST BUT VERIFY

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