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Philip James Biedronski JR.

Philip J. Biedronski

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CRD#: 6159398
Philip James Biedronski JR.

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Philip James Biedronski JR., CFP® was a registered financial professional .

Philip is a previously registered financial professional and started their career in finance in 2014. Philip had worked at 2 firms and has passed the Series 65 exam.

Core Areas of Focus

Cash Flow/Budgets/Credit Issues
Charitable Giving
College/Education Planning
Retirement Planning & Distribution Rules

Biography

Philip J. Biedronski, Jr., (Phil) is the founder and sole owner of Rising Tide Financial Solutions LLC.  Phil is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®) with over 30 years of experience as a financial professional. As President of Rising Tide Financial Solutions LLC, Phil focuses on helping his clients achieve their personal finance goals, whether that’s planning for a safe, secure retirement; saving for their children’s or grandchildren’s college education; implementing tax-efficient charitable giving strategies; or any number of other financial goals.  Phil’s knowledge of the tax laws and numerous investment and savings strategies provide his clients with opportunities to utilize their hard-earned income and savings most effectively.

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Education Planning
Investment Planning
Tax Planning
Debt Management
Retirement Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Start date: 2017

Experience

Past

January 22, 2019 - December 31, 2023

RISING TIDE FINANCIAL SOLUTIONS LLC

RIA
CRD#: 300036
BALTIMORE, MD
Past

September 18, 2014 - December 23, 2021

MOTLEY FOOL WEALTH MANAGEMENT, LLC

RIA
CRD#: 165689
ALEXANDRIA, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 4/29/2014
Uniform Investment Adviser Law Examination

Current Firm

RT
RISING TIDE FINANCIAL SOLUTIONS LLC
RISING TIDE FINANCIAL SOLUTIONS LLC

CRD#: 300036 / SEC#:

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Contact information

Main Address
Baltimore, MD
Mailing Address
Phone number
(443) 384-7079
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

RISING TIDE FINANCIAL SOLUTIONS LLC

CRD#: 300036

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