AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
FS

Filiep P. Sackx

KENSINGTON SECURITIES
SCOTTS VALLEY, CA
Some features on this profile are disabled
CRD#: 2971428
FS
Filiep Paul SackxKENSINGTON SECURITIES

Professional summary


Filiep Paul Sackx, who also goes by Philip Paul Sackx, is a registered financial advisor currently at KENSINGTON SECURITIES, LLC located in Scotts Valley, California.

Filiep is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Filiep has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance


Always Fiduciary

Aliases


Philip Paul Sackx

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 Filiep Paul Sackx's 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

December 3, 2007 - Present

KENSINGTON SECURITIES, LLC

RIA
CRD#: 145453
SCOTTS VALLEY, CA
Past

October 12, 2006 - July 13, 2007

PLANMEMBER SECURITIES CORPORATION

RIA
CRD#: 11869
SCOTTS VALLEY, CA
Past

July 3, 2006 - July 13, 2007

PLANMEMBER SECURITIES CORPORATION

BD
CRD#: 11869
SCOTTS VALLEY, CA
Past

December 5, 2003 - July 13, 2006

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
SCOTTS VALLEY, CA
Past

November 5, 1999 - December 31, 2002

OGILVIE SECURITY ADVISORS CORPORATION

BD
CRD#: 10105
CHICAGO, IL
Past

November 24, 1997 - November 22, 1999

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA

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
California
(12/3/2007)
IAR
Texas
(8/4/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/17/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


KS
KENSINGTON SECURITIES, LLC
KENSINGTON SECURITIES, LLC

CRD#: 145453 / SEC#:

California
Registered Investment Advisory firm - (11/26/2007 Approved)
Texas
Registered Investment Advisory firm - (8/4/2025 Conditional Restricted)
Loading...

Contact information


Main Address
Scotts Valley, CA
Mailing Address
Phone number
(831) 440-0714
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts140
AUM (Assets Under Management)$ 74,310,490

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


KENSINGTON SECURITIES, LLC

CRD#: 145453Scotts Valley, CA

TRUST BUT VERIFY

Monitor Filiep Sackx

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
HELENA, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
ESTERO, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.