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TT

Troy A. Torian

PHX FINANCIAL
Red Bank, NJ 07701
Some features on this profile are disabled
CRD#: 2841030
TT

Professional summary


Troy Adam Torian, who also goes by Troy Adams, is a registered financial professional currently at PHX FINANCIAL, INC. located in Red Bank, New Jersey.

Troy is registered as a RR (Registered Representative) and started their career in finance in 1997. Troy has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 62 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Troy Adams

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) - BD


Click below to view Troy Adam Torian'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

January 28, 2016 - Present

PHX FINANCIAL, INC.

Office #1: 280 Highway 35, Red Bank, NJ 07701Office #2: 100 Wall Street 10th Floor, New York, NY 10005
BD
CRD#: 144403
Red Bank, NJ
Past

April 21, 2015 - January 29, 2016

JOSEPH STONE CAPITAL L.L.C.

BD
CRD#: 159744
NEW YORK, NY
Past

December 10, 2013 - April 21, 2015

GLOBAL ARENA CAPITAL CORP

BD
CRD#: 16871
NEW YORK, NY
Past

March 15, 2010 - November 19, 2013

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
NEW YORK, NY
Past

March 17, 2008 - March 22, 2010

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
MOUNT HOLLY, NJ
Past

July 8, 2003 - April 7, 2008

EASTBROOK CAPITAL GROUP LLC

BD
CRD#: 39781
NEW YORK, NY
Past

November 9, 1998 - March 3, 2003

EASTBROOK CAPITAL GROUP LLC

BD
CRD#: 39781
NEW YORK, NY
Past

August 20, 1998 - November 9, 1998

KEATON FINANCIAL SERVICES, INC.

BD
CRD#: 40467
HACKENSACK, NJ
Past

April 18, 1997 - April 29, 1998

EASTBROOK CAPITAL GROUP LLC

BD
CRD#: 39781
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
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

RR
Alabama
(6/23/2017)
RR
Arizona
(2/24/2017)
RR
California
(2/1/2016)
RR
Colorado
(6/26/2018)
RR
Connecticut
(2/1/2016)
RR
Delaware
(1/17/2020)
RR
District of Columbia
(2/1/2016)
RR
Florida
(1/28/2016)
RR
Georgia
(2/15/2016)
RR
Idaho
(1/19/2021)
RR
Illinois
(1/29/2016)
RR
Indiana
(1/6/2020)
RR
Iowa
(2/21/2020)
RR
Kansas
(1/30/2019)
RR
Louisiana
(1/28/2019)
RR
Maryland
(2/2/2016)
RR
Massachusetts
(3/4/2016)
RR
Minnesota
(2/1/2016)
RR
Mississippi
(1/19/2021)
RR
Missouri
(2/1/2016)
RR
Nebraska
(1/20/2021)
RR
Nevada
(3/25/2019)
RR
New Jersey
(1/28/2016)
RR
New York
(1/28/2016)
RR
North Carolina
(1/28/2016)
RR
Ohio
(2/1/2016)
RR
Oklahoma
(6/19/2017)
RR
Pennsylvania
(2/2/2016)
RR
South Carolina
(2/2/2016)
RR
Texas
(2/1/2016)
RR
Virginia
(2/2/2016)
RR
Washington
(2/2/2016)
RR
Wisconsin
(2/1/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 5/21/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 4/17/1997
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


PF
PHX FINANCIAL, INC.
BLACKWALL CAPITAL MARKETS, INC. | PHX FINANCIAL, INC. | PHOENIX FINANCIAL SERVICES | GRANDVIEW CAPITAL, INC.

CRD#: 144403 / SEC#: , 8-67653

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
100 Wall Street Floor 10, New York, NY 10005
Mailing Address
100 Wall Street Floor 10, New York, NY 10005
Phone number
(212) 776-4187
Established
Florida since 12/27/2006
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PHOENIX FINANCIAL CONSOLIDATED HOLDINGS, LPPARENT OF BROKER DEALER
CHEN, KEVINCEO4871316
GILMAN, ROBERT CRAIGFINOP - PFO1738412
MONTANA, JOSEPH RYANROSFP, MSRB PRINCIPAL5640919
OTOYA, DANIEL ORLANDOCHIEF COMPLIANCE OFFICER2208241

Disclosures


Regulatory Event4
Arbitration2

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


PHX FINANCIAL, INC.

CRD#: 144403Red Bank, NJ 07701

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