Phillip C. Washington

STONE HILL WEALTH MANAGEMENT

Dallas, TX 75226

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CRD#: 5026394

Professional summary

Phillip C Washington JR, who also goes by Phillip C Washington, is a registered financial advisor currently at STONE HILL WEALTH MANAGEMENT, LLC located in Dallas, Texas.

Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Phillip has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Phillip C Washington

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) Phillip Washington Jr. is a CEO at PW Media; a media and book publishing company for his podcast and sell his books, located at 3040 Larreta Grand Prairie, Texas 75054. He runs the entire business and he's also the employee. Business started on March 1, 2018. He devotes 0 hour during trading hours and 20 hours outside trading hours. The expected percentage of his total yearly compensation is 1% that has been derived from the business. 2) Phillip Washington Jr. is the owner of Wealth Building Made Simple; a edicational podcast around all topics involving wealth building. Access to some of the podcast content is paid, which may be a conflict for Stone Hill Wealth Management clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip C Washington JR'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®

None

Experience

Current

May 25, 2016 - Present

STONE HILL WEALTH MANAGEMENT, LLC

Office #1: 2550 Pacific Avenue Ste 700, Dallas, TX 75226

RIA

CRD#: 282930

Dallas, TX

Past

June 3, 2014 - June 13, 2016

7TH HARVEST INVESTMENTS

RIA

CRD#: 139792

RICHARDSON, TX

Past

June 4, 2012 - May 28, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

DALLAS, TX

Past

October 12, 2006 - May 28, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

DALLAS, TX

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

Texas
(5/25/2016)

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

State Security Law Exam

IAR

Series 65

Date: 6/1/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/7/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/11/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STONE HILL WEALTH MANAGEMENT, LLC

CRD#: 282930 / SEC#:

Texas

Registered Investment Advisory firm - (5/25/2016 Approved)

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Contact information

Main Address

2550 Pacific Avenue Ste 700, Dallas, TX 75226

Mailing Address

Phone number

(469) 608-1457

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	170
AUM (Assets Under Management)	$ 18,864,735

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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Phillip C. Washington

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip C Washington JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

STONE HILL WEALTH MANAGEMENT, LLC

7TH HARVEST INVESTMENTS

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2012

Series 63

Date: 12/7/2006

Series 6

Date: 10/11/2006

Current Firm

STONE HILL WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STONE HILL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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