Philip S. Naylor

GRANDEUR PEAK GLOBAL ADVISORS

Salt Lake City, UT 84101

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CRD#: 7425930

Professional summary

Philip Scott Naylor, who also goes by Phil Naylor, is a registered financial advisor currently at GRANDEUR PEAK GLOBAL ADVISORS located in Salt Lake City, Utah.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Philip has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Phil Naylor

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.

Storier, LLC; not investment-related; address: 1491 East Maple Avenue, Salt Lake City, Utah 84106; products: premium audiobook, podcast and music platform for children; co-owner; business formed June 2020; spend less than 4 hours per month, typically not during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Scott Naylor'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®

None

Experience

Current

October 29, 2021 - Present

GRANDEUR PEAK GLOBAL ADVISORS

Office #1: 136 S Main St Ste 720, Salt Lake City, UT 84101

RIA

CRD#: 158270

Salt Lake City, UT

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".

GRANDEUR PEAK GLOBAL ADVISORS

GRANDEUR PEAK GLOBAL ADVISORS | GRANDEUR PEAK GLOBAL ADVISORS, LLC

CRD#: 158270 / SEC#: 801-72540

RIA

Registered Investment Advisory firm - (7/6/2011 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

Utah
(10/29/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/28/2021

Uniform Investment Adviser Law Examination

Current Firm

GRANDEUR PEAK GLOBAL ADVISORS

GRANDEUR PEAK GLOBAL ADVISORS | GRANDEUR PEAK GLOBAL ADVISORS, LLC

CRD#: 158270 / SEC#: 801-72540

RIA

Registered Investment Advisory firm - (7/6/2011 Approved)

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Contact information

Main Address

136 S Main St Ste 720, Salt Lake City, UT 84101

Mailing Address

Phone number

(801) 384-0000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

GRANDEUR PEAK GLOBAL ADVISORS BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	18
AUM (Assets Under Management)	$ 4,872,509,175

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.

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Philip S. Naylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Scott Naylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRANDEUR PEAK GLOBAL ADVISORS

Primary Firm SEC Registration

GRANDEUR PEAK GLOBAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 10/28/2021

Current Firm

GRANDEUR PEAK GLOBAL ADVISORS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRANDEUR PEAK GLOBAL ADVISORS

TRUST BUT VERIFY

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