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Phillip J. Barkett

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CRD#: 4655983
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Phillip John Barkett, who also goes by Phillip John Barkett, was a registered financial professional .

Phillip is a previously registered financial professional and started their career in finance in 2003. Phillip had worked at 8 firms and has passed the Series 63, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Phillip John Barkett

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 9, 2008 - February 13, 2012

ENTRUST GLOBAL PARTNERS LLC

RIA
CRD#: 107940
NEW YORK, NY
Past

October 8, 2008 - February 13, 2012

ENTRUST GLOBAL PARTNERS OFFSHORE LP

RIA
CRD#: 108035
NEW YORK, NY
Past

August 12, 2008 - February 13, 2012

ENTRUST GLOBAL SECURITIES LLC

BD
CRD#: 146443
CHICAGO, IL
Past

September 8, 2006 - October 3, 2006

S.W. BACH & COMPANY

BD
CRD#: 43522
NEW YORK, NY
Past

June 21, 2004 - September 7, 2004

NASDAQ EXECUTION SERVICES, LLC

BD
CRD#: 7270
PHILADELPHIA, PA
Past

April 13, 2004 - June 7, 2004

SECOND STREET SECURITIES, INC.

BD
CRD#: 42404
WOODLAND HILLS, CA
Past

November 24, 2003 - March 12, 2004

SCOTTSDALE CAPITAL ADVISORS CORP

BD
CRD#: 118786
SCOTTSDALE AZ, AZ
Past

September 18, 2003 - November 21, 2003

HAMPTON SECURITIES (USA), INC.

BD
CRD#: 46816
TORONTO, ONTARIO,

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".
EG
ENTRUST GLOBAL PARTNERS LLC
ENTRUST CAPITAL MANAGEMENT LP (RELYING ADVISER) | ENTRUST PARTNERS LLC | ENTRUST GLOBAL PARTNERS LLC

CRD#: 107940 / SEC#: 801-56043

RIA
Registered Investment Advisory firm - (11/17/1998 Approved)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/8/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 8/6/2004
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


EG
ENTRUST GLOBAL PARTNERS LLC
ENTRUST CAPITAL MANAGEMENT LP (RELYING ADVISER) | ENTRUST PARTNERS LLC | ENTRUST GLOBAL PARTNERS LLC

CRD#: 107940 / SEC#: 801-56043

RIA
Registered Investment Advisory firm - (11/17/1998 Approved)
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Contact information


Main Address
375 Park Avenue 24th Floor, New York, NY 10152
Mailing Address
Phone number
(212) 888-1040
Established
Firm type
Fiscal year end
# of Employees
136

SEC notice filing (31 States and Territories)


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

Documents


Latest Form ADV

Part 2 Brochures

ENTRUST GLOBAL PARTNERS LLC FORM ADV PART 2A (3/31/2025)

Regulatory assets under management


Total Number of Accounts87
AUM (Assets Under Management)$ 11,027,431,165

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


ENTRUST GLOBAL PARTNERS LLC

CRD#: 107940

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