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AP

Angela M. Phillips

CONSILIO WEALTH ADVISORS
COWLESVILLE, NY
Some features on this profile are disabled
CRD#: 5394935
AP

Professional summary

Angela Marie Phillips, CFP®, who also goes by Angela M Phillips, Angela Phillips, Angela M Szramkowski, Angela Szramkowski, is a registered financial advisor currently at CONSILIO WEALTH ADVISORS, LLC located in Cowlesville, New York.

Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Angela has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Angela M Phillips | Angela Phillips | Angela M Szramkowski | Angela Szramkowski

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) INSURANCE SALES; INVESTMENT RELATED; SAME ADDRESS; INDEPENDENT INSURANCE PROFESSIONAL; 09/2023; MRS. PHILLIPS SPENDS APPROXIMATELY 5% OF HER TIME PER MONTH IN THIS CAPACITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Marie Phillips'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®
CFP®

Certified Financial Planner

Experience

Current

January 20, 2022 - Present

CONSILIO WEALTH ADVISORS, LLC

RIA
CRD#: 314466
COWLESVILLE, NY
Past

May 14, 2021 - January 3, 2022

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
NEW YORK, NY
Past

May 14, 2021 - January 3, 2022

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

April 8, 2020 - February 3, 2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
BUFFALO, NY
Past

October 2, 2019 - March 31, 2020

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
WILLIAMSVILLE, NY
Past

August 1, 2019 - September 9, 2019

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ORCHARD PARK, NY
Past

May 30, 2018 - July 3, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
WILLIAMSVILLE, NY
Past

March 25, 2017 - September 1, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
WILLIAMSVILLE, NY
Past

February 25, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
WILLIAMSVILLE, NY
Past

April 29, 2013 - May 2, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BUFFALO, NY
Past

April 25, 2013 - May 2, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BUFFALO, NY
Past

April 4, 2008 - April 23, 2013

NEW ENGLAND SECURITIES

BD
CRD#: 615
WILLIAMSVILLE, NY

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".
CW
CONSILIO WEALTH ADVISORS, LLC
CONSILIO WEALTH ADVISORS, LLC | CWA, LLC

CRD#: 314466 / SEC#: 801-121207

RIA
Registered Investment Advisory firm - (5/13/2021 Approved)

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
New York
(1/20/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/7/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/3/2008
General Securities Representative Examination

Current Firm

CW
CONSILIO WEALTH ADVISORS, LLC
CONSILIO WEALTH ADVISORS, LLC | CWA, LLC

CRD#: 314466 / SEC#: 801-121207

RIA
Registered Investment Advisory firm - (5/13/2021 Approved)
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Contact information

Main Address
500 108th Avenue Ne Suite 1100, Bellevue, WA 98004
Mailing Address
Phone number
(206) 533-3670
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (7 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CWA DISCLOSURE BROCHURE (9/25/2025)

Regulatory assets under management

Total Number of Accounts1,246
AUM (Assets Under Management)$ 458,020,929

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

CONSILIO WEALTH ADVISORS, LLC

CRD#: 314466Cowlesville, NY

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