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Phillip A. Germann

NPM SECURITIES
New York, NY 10016
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CRD#: 6519900
PG

Professional summary


Phillip Arthur Germann, who also goes by Phillip Germann, is a registered financial professional currently at NPM SECURITIES, LLC located in New York, New York.

Phillip is registered as a RR (Registered Representative) and started their career in finance in 2015. Phillip has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Phillip Germann

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) - BD


Click below to view Phillip Arthur Germann'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

February 27, 2024 - Present

NPM SECURITIES, LLC

Office #1: 3 East 28th Street 7th Floor, New York, NY 10016
BD
CRD#: 168469
New York, NY
Past

June 12, 2017 - February 26, 2024

EQUITYZEN SECURITIES LLC

BD
CRD#: 281820
NEW YORK, NY
Past

October 14, 2016 - May 16, 2017

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
GREENWOOD VILLAGE, CO
Past

July 31, 2015 - May 12, 2017

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
GREENWOOD VILLAGE, CO

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(2/27/2024)
RR
Alaska
(2/27/2024)
RR
Arizona
(2/27/2024)
RR
Arkansas
(2/27/2024)
RR
California
(2/27/2024)
RR
Colorado
(2/27/2024)
RR
Connecticut
(2/27/2024)
RR
Delaware
(2/27/2024)
RR
District of Columbia
(2/27/2024)
RR
Florida
(2/27/2024)
RR
Georgia
(2/27/2024)
RR
Hawaii
(2/27/2024)
RR
Idaho
(2/27/2024)
RR
Illinois
(2/27/2024)
RR
Indiana
(2/27/2024)
RR
Iowa
(2/27/2024)
RR
Kansas
(2/27/2024)
RR
Kentucky
(2/27/2024)
RR
Louisiana
(2/27/2024)
RR
Maine
(2/27/2024)
RR
Maryland
(2/27/2024)
RR
Massachusetts
(2/27/2024)
RR
Michigan
(2/27/2024)
RR
Minnesota
(2/27/2024)
RR
Mississippi
(2/27/2024)
RR
Missouri
(2/27/2024)
RR
Montana
(2/27/2024)
RR
Nebraska
(2/27/2024)
RR
Nevada
(2/27/2024)
RR
New Hampshire
(2/27/2024)
RR
New Jersey
(2/27/2024)
RR
New Mexico
(2/27/2024)
RR
New York
(2/27/2024)
RR
North Carolina
(2/27/2024)
RR
North Dakota
(2/27/2024)
RR
Ohio
(2/27/2024)
RR
Oklahoma
(2/27/2024)
RR
Oregon
(2/27/2024)
RR
Pennsylvania
(2/27/2024)
RR
Puerto Rico
(2/27/2024)
RR
Rhode Island
(2/27/2024)
RR
South Carolina
(2/27/2024)
RR
South Dakota
(2/27/2024)
RR
Tennessee
(2/27/2024)
RR
Texas
(2/27/2024)
RR
Utah
(2/27/2024)
RR
Vermont
(2/27/2024)
RR
Virgin Islands
(2/27/2024)
RR
Virginia
(2/27/2024)
RR
Washington
(2/27/2024)
RR
West Virginia
(2/27/2024)
RR
Wisconsin
(2/27/2024)
RR
Wyoming
(2/27/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/7/2016
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


NS
NPM SECURITIES, LLC
NPM SECURITIES, LLC

CRD#: 168469 / SEC#: , 8-69312

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
3 East 28th Street 7th Floor, New York, NY 10016
Mailing Address
3 East 28th Street 7th Floor, New York, NY 10016
Phone number
(646) 968-7064
Established
Delaware since 05/01/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
NASDAQ PRIVATE MARKET, LLC (FKA: COPELAND MARKETS)SHAREHOLDER
AFONJA, LATIFATFINOP5443130
CALLAHAN, THOMAS FRANCISCHIEF EXECUTIVE OFFICER2278823
KROCULICK, ANDREW JOHNHEAD OF BUSINESS OPERATIONS AND CLIENT EXPERIENCE7759899
SETARO, CHRISTOPHER MICHAELCHIEF COMPLIANCE OFFICER2635774

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


NPM SECURITIES, LLC

CRD#: 168469New York, NY 10016

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