Philip Rewilak
Professional Summary
Philip Rewilak, who also goes by Phil Rewilak, Philip Andrzej Rewilak, Phillip Andrzej Rewilak, Phillip Rewilak, Philip Rewilak, is a registered financial advisor currently at ULTIMUS FUND DISTRIBUTORS, LLC located in Cincinnati, Ohio. Philip is registered as a RR (Registered Representative) and started their career in finance in 2004. Philip has worked at 9 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Phil Rewilak, Philip Andrzej Rewilak, Phillip Andrzej Rewilak, Phillip Rewilak, Philip Rewilak
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Videos & Posts
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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
22 years in the financial services industry
Current & Past Employments
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Current Firm
ULTIMUS FUND DISTRIBUTORS, LLC
Contact Information
Main Address
225 Pictoria Drive Suite 450, Cincinnati, OH 45246Mailing Address
225 Pictoria Drive Suite 450, Cincinnati, OH 45246Phone Number
(513) 587-3400Established
Ohio since 05/31/2000Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Philip Rewilak's CRS (Customer Relationship Summary).
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