Philippe R. Comby

CONNECTIVE PORTFOLIO MANAGEMENT

New York, NY 10017

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CRD#: 4348020

Professional summary

Philippe Robert Comby is a registered financial advisor currently at CONNECTIVE PORTFOLIO MANAGEMENT, LLC located in New York, New York.

Philippe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Philippe has worked at 2 firms .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philippe Robert Comby'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

March 15, 2021 - Present

CONNECTIVE PORTFOLIO MANAGEMENT, LLC

Office #1: 630 Third Avenue 21st Floor, New York, NY 10017

RIA

CRD#: 297755

New York, NY

Past

December 15, 2016 - October 25, 2018

BELPOINTE ASSET MANAGEMENT LLC

RIA

CRD#: 143440

North Miami Beach, FL

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".

CONNECTIVE PORTFOLIO MANAGEMENT, LLC

CRD#: 297755 / SEC#: 801-113747

RIA

Registered Investment Advisory firm - (7/27/2018 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

New York
(3/15/2021)

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

Current Firm

CONNECTIVE PORTFOLIO MANAGEMENT, LLC

CRD#: 297755 / SEC#: 801-113747

RIA

Registered Investment Advisory firm - (7/27/2018 Approved)

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Contact information

Main Address

630 Third Avenue 21st Floor, New York, NY 10017

Mailing Address

Phone number

(212) 332-7932

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

2022 ADV PART2A (1/23/2025)

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 111,047,132

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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Philippe R. Comby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philippe Robert Comby's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONNECTIVE PORTFOLIO MANAGEMENT, LLC

BELPOINTE ASSET MANAGEMENT LLC

Primary Firm SEC Registration

CONNECTIVE PORTFOLIO MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

CONNECTIVE PORTFOLIO MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONNECTIVE PORTFOLIO MANAGEMENT, LLC

TRUST BUT VERIFY

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