Phillip A. Titzer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Phillip Andrew Titzer, who also goes by Philip Andrew Titzer, was a registered financial professional .
Phillip is a previously registered financial professional and started their career in finance in 1998. Phillip had worked at 3 firms and has passed the Series 63, Series 65 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 20, 2020 - January 29, 2025
SOUTH ATLANTIC CAPITAL MANAGEMENT GROUP, INC.
October 4, 2001 - December 31, 2012
QUASAR DISTRIBUTORS, LLC
August 26, 1998 - October 4, 2001
FIRST FUND DISTRIBUTORS, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
SOUTH ATLANTIC CAPITAL MANAGEMENT GROUP, INC.
CRD#: 152413 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 113 |
| AUM (Assets Under Management) | $ 59,215,153 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/29/2025 | ||
| 08/23/2024 | ||
| 09/21/2023 | ||
| 08/17/2023 | ||
| 12/14/2022 |
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.
