PG
Philip J. Greenblatt
EASTERLY INVESTMENT PARTNERS LLC
Sewickley, PA 15143
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CRD#: 7085608
PG
Professional summary
Philip Jon Greenblatt is a registered financial advisor currently at EASTERLY INVESTMENT PARTNERS LLC located in Sewickley, Pennsylvania.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Philip has worked at 2 firms .
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.
7/2021: Partner/Director C Legs, LLC. Non-investment related. 4749 Willis Rd, Grass Lake, MI 49240. Real Estate leasing. Mr. Greenblatt spends approximately 1-5 hours per month on this activity and 0 hours during trading hours. Passive partner who will give general advice and input to active partners.
CRS (Client Relationship Summary) - RIA
Click below to view Philip Jon Greenblatt'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
July 15, 2021 - Present
EASTERLY INVESTMENT PARTNERS LLC
Office #1: 1605 Carmody Court Suite 200, Sewickley, PA 15143RIA
CRD#: 299607
Sewickley, PA
Past
March 19, 2019 - July 26, 2021
SNOW CAPITAL MANAGEMENT, L.P.
RIA
CRD#: 106516
Sewickley, PA
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".
EI
EASTERLY INVESTMENT PARTNERS LLC
E LEVIN PARTNERS LLC | LEVIN EASTERLY PARTNERS LLC | LEVIN EASTERLY | EASTERLY INVESTMENT PARTNERS LLC | EASTERLY ACQUISITION II LLC
CRD#: 299607 / SEC#: 801-114563
RIA
Registered Investment Advisory firm - (1/28/2019 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
Pennsylvania(7/15/2021)
IAR
Texas(7/15/2021)
Exams
Current Firm
EI
EASTERLY INVESTMENT PARTNERS LLC
E LEVIN PARTNERS LLC | LEVIN EASTERLY PARTNERS LLC | LEVIN EASTERLY | EASTERLY INVESTMENT PARTNERS LLC | EASTERLY ACQUISITION II LLC
CRD#: 299607 / SEC#: 801-114563
RIA
Registered Investment Advisory firm - (1/28/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
138 Conant Street Suite 100, Beverly, MA 01915
Mailing Address
Phone number
(617) 231-4300
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 274 |
| AUM (Assets Under Management) | $ 3,054,234,330 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/06/2025 | ||
| 02/23/2024 | ||
| 03/08/2023 |
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.
