PS
Philip S. Slevin
STUDIO INVESTMENT MANAGEMENT
LaSalle, IL 61301
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CRD#: 6180668
PS
Professional summary
Philip S Slevin is a registered financial advisor currently at STUDIO INVESTMENT MANAGEMENT located in Lasalle, Illinois.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Philip has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Philip S Slevin'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®
NoneExperience
Current
May 23, 2025 - Present
STUDIO INVESTMENT MANAGEMENT
Office #1: 654 1st Street Suite 200, Lasalle, IL 61301RIA
CRD#: 158489
LaSalle, 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".
SI
STUDIO INVESTMENT MANAGEMENT
GANTZERT INVESTMENT COMPANY | VEZZETTI INVESTMENT | STUDIO INVESTMENT MANAGEMENT, LLC | STUDIO INVESTMENT MANAGEMENT | STUDIO
CRD#: 158489 / SEC#: 801-121558
RIA
Registered Investment Advisory firm - (6/21/2021 Approved)California
Registered Investment Advisory firm - (7/30/2021 Terminated)Illinois
Registered Investment Advisory firm - (6/30/2021 Terminated)Texas
Registered Investment Advisory firm - (6/30/2021 Terminated)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(5/23/2025)
IAR
Texas(5/23/2025)
Current Firm
SI
STUDIO INVESTMENT MANAGEMENT
GANTZERT INVESTMENT COMPANY | VEZZETTI INVESTMENT | STUDIO INVESTMENT MANAGEMENT, LLC | STUDIO INVESTMENT MANAGEMENT | STUDIO
CRD#: 158489 / SEC#: 801-121558
RIA
Registered Investment Advisory firm - (6/21/2021 Approved)California
Registered Investment Advisory firm - (7/30/2021 Terminated)Illinois
Registered Investment Advisory firm - (6/30/2021 Terminated)Texas
Registered Investment Advisory firm - (6/30/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1901 N. Clybourn Ave. Suite 202, Chicago, IL 60614
Mailing Address
Phone number
(312) 399-0828
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 922 |
| AUM (Assets Under Management) | $ 831,519,111 |
Red Flags
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Company Information
STUDIO INVESTMENT MANAGEMENT
CRD#: 158489Lasalle, IL 61301TRUST BUT VERIFY
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