Philip A. Shankweiler
Professional summary
Philip Andrew Shankweiler, CFP®, who also goes by Philip A Shankweiler, Philip Shankweiler, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in New York, New York.
Philip is registered as a RR (Registered Representative) and started their career in finance in 2007. Philip has worked at 6 firms and has passed the Series 63, Series 3, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Philip Andrew Shankweiler's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 18, 2025 - Present
FORESIDE FUND SERVICES, LLC
Office #1: The Grace Building 1114 Avenue Of The Americas 37th Floor, New York, NY 10036November 7, 2024 - November 25, 2024
BLUE OWL SECURITIES
November 1, 2024 - November 22, 2024
STARWOOD CAPITAL, L.L.C.
June 10, 2022 - October 31, 2024
STARWOOD CAPITAL, L.L.C.
January 29, 2015 - June 10, 2022
HARTFORD FUNDS
January 7, 2014 - December 31, 2014
HARTFORD FUNDS
December 3, 2012 - June 10, 2022
HARTFORD FUNDS DISTRIBUTORS, LLC
March 6, 2007 - December 3, 2012
GLOBAL ATLANTIC DISTRIBUTORS, LLC
State Registrations and Notice Filings
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Exams
FINRA
Current Firm
FORESIDE FUND SERVICES, LLC
CRD#: 46106 / SEC#: , 8-51293
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRES/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
| STROUT, ALICIA KIMBERLY | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | 6320351 |
Red Flags
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