Robert Edwin Phillips
Professional Summary
Robert Edwin Phillips, who also goes by Robert E Phillips, Robert Phillips, is a registered financial advisor currently at 3EDGE ASSET MANAGEMENT, LP located in Boston, Massachusetts. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Robert has worked at 3 firms and has passed the Series 65 and Series 3 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert E Phillips, Robert Phillips
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
3EDGE ASSET MANAGEMENT, LP | ABC CAPITAL MANAGEMENT, LP
Contact Information
Main Address
999 Vanderbilt Beach Road Suite 200, Naples, FL 34108Phone Number
(844) 903-3343# of Employees
24SEC notice filing (44 States and Territories)
Registered to provide investment advisory services in 44 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,207AUM (Assets Under Management)
$1,953,342,211Similar Advisors
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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.
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Primary Firm SEC Registration
3EDGE ASSET MANAGEMENT, LP | ABC CAPITAL MANAGEMENT, LP
State Registrations and Notice Filings
(1/20/2016)
(10/15/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Edwin Phillips's CRS (Customer Relationship Summary).
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