Phillip B. Smolinski

PURE FINANCIAL ADVISORS

Wheaton, IL 60187

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CRD#: 5210271

Professional summary

Phillip Brian Smolinski is a registered financial advisor currently at PURE FINANCIAL ADVISORS, LLC located in Wheaton, Illinois.

Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Phillip has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

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.

Insurance Licensed - Life and Health

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Brian Smolinski'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

April 14, 2025 - Present

PURE FINANCIAL ADVISORS, LLC

Office #1: 104 E Roosevelt Rd Suite 100, Wheaton, IL 60187

RIA

CRD#: 144316

Wheaton, IL

Past

October 1, 2021 - July 7, 2025

FAIRHAVEN WEALTH MANAGEMENT, LLC

RIA

CRD#: 173771

WHEATON, IL

Past

March 29, 2021 - September 24, 2021

IHT WEALTH MANAGEMENT LLC

RIA

CRD#: 171481

OAKBROOK TERRACE, IL

Past

July 13, 2018 - March 31, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

February 17, 2011 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

OAKBROOK, IL

Past

July 9, 2009 - March 30, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

OAK BROOK, IL

Past

March 12, 2008 - May 13, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

OAKBROOK TERRACE, IL

Past

March 12, 2008 - May 13, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

OAKBROOK TERRACE, IL

Past

November 28, 2006 - February 26, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LOMBARD, IL

Past

November 8, 2006 - February 26, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

LOMBARD, IL

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".

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Illinois
(4/14/2025)

IAR

Texas
(4/14/2025)

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

State Security Law Exam

IAR

Series 66

Date: 11/27/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/7/2006

General Securities Representative Examination

Current Firm

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

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Contact information

Main Address

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108

Mailing Address

Phone number

(866) 876-7873

Established

Firm type

Fiscal year end

# of Employees

171

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PURE FINANCIAL ADVISORS, ADV 2A BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts	22,199
AUM (Assets Under Management)	$ 8,023,229,867

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 B. Smolinski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Brian Smolinski's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAIRHAVEN WEALTH MANAGEMENT, LLC

IHT WEALTH MANAGEMENT LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

PURE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/27/2006

SIE

Date: 10/1/2018

Series 7

Date: 11/7/2006

Current Firm

PURE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PURE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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