PB
Phillip T. Bloyd
AE WEALTH MANAGEMENT
Louisville, KY
Some features on this profile are disabled
CRD#: 3168115
PB
Professional summary
Phillip Thomas Bloyd is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Louisville, Kentucky.
Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Phillip has worked at 9 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1.) P.T. Bloyd & Associates, Inc dba Revolutionary Financial Group; Yes Investment Related; 11803 Brinley Ave, Ste 100, Louisville, KY 40243; Insurance Sales; POSITION President; START DATE: 11/1998; Approx. 80 hours a month; Approx. 80 hours during trading; Insurance Sales and Services. 2)Brinley Ave Condo Association; Not Investment Related; 11803 Brinley Ave, Ste 100, Louisville, KY 40243; Commercial Office Owner; Position: President; Start Date: 2017; Approx. 2 hours a month; Approx. 0 hours during trading; Administrative, Board Meetings & Management. 3) The Plaza @Belfair; Not Investment Related; 25 Clarks Summit, Ste 102-F, Bluffton, SC 29900; Administrative; Position: Treasurer; Start Date: 2021: Approx. 2 hours a month; Approx. 0 hours during trading; Reviews financial statements for owners association. 4) Revolutionary Wealth Management, Corp; Investment Related; Investment Adviser Firm; Registered Investment Advisor; Start Date: 01/2007; Approx. 80 hours a month; Approx. 80 hours during trading; Manage accounts of fee based clients. 5) FMT Solutions; Yes, Investment Related; 9450 SW Gemini Dr PMB 19372, Beaverton OR 97008; Instructor Adult Financial Education Course; Position: Educator; Start Date: 08/2025; Approx. 8 hour a month; Approx. 4 hours during trading; Lead Financial Education Courses. 6) Checkerboard Aviation, LLC; Not Investment Related; 21 Towne Dr., Bluffton SC 29910; Manage aircraft for personal business trips; Position: Owner; Start Date: 06/2025; Approx. 4 hours a month; Approx. 0 hours during trading; Manage scheduling and maintenance.
CRS (Client Relationship Summary) - RIA
Click below to view Phillip Thomas Bloyd'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®
NoneExperience
Current
April 17, 2024 - Present
AE WEALTH MANAGEMENT, LLC
Office #2: 21 Towne Dr, Bluffton, SC 29910RIA
CRD#: 282580
Louisville, KY
Past
January 2, 2007 - December 31, 2024
REVOLUTIONARY WEALTH MANAGEMENT, CORP.
RIA
CRD#: 142724
LOUISVILLE, KY
Past
November 28, 2006 - September 5, 2007
SILVER OAK SECURITIES, INCORPORATED
BD
CRD#: 46947
JACKSON, TN
Past
February 1, 2006 - November 29, 2006
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LOUISVILLE, KY
Past
January 20, 2006 - November 29, 2006
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
LOUISVILLE, KY
Past
July 1, 2002 - February 1, 2006
USA FINANCIAL SECURITIES LLC
RIA
CRD#: 103857
LOUISVILLE, KY
Past
July 1, 2002 - February 1, 2006
USA FINANCIAL SECURITIES LLC
BD
CRD#: 103857
ADA, MI
Past
March 29, 2001 - July 1, 2002
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
CINCINNATI, OH
Past
July 19, 2000 - March 23, 2001
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTPELIER, VT
Past
April 16, 1999 - June 30, 2000
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
INDIANAPOLIS, IN
Past
April 16, 1999 - June 30, 2000
AMERICAN UNITED LIFE INSURANCE COMPANY
BD
CRD#: 1075
INDIANAPOLIS, IN
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".
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 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
Kentucky(4/17/2024)
IAR
South Carolina(4/17/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
Phone number
(866) 363-9595
Established
Firm type
Fiscal year end
# of Employees
602
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
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.
