PB
Philip G. Bickel
FIERA CAPITAL
NEW YORK, NY 10022
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CRD#: 7426756
PB
Professional summary
Philip Gray Bickel is a registered financial advisor currently at FIERA CAPITAL INC. located in New York, New York.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Philip has worked at 1 firm .
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 Gray Bickel'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
August 18, 2021 - Present
FIERA CAPITAL INC.
Office #1: 477 Madison Avenue Suite 720, New York, NY 10022RIA
CRD#: 113638
NEW YORK, NY
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".
FC
FIERA CAPITAL INC.
APEX CAPITAL MANAGEMENT | WILKINSON OGRADY & CO. INC. | WILKINSON O'GRADY & CO., INC. | SAMSON CAPITAL ADVISORS LLC | FIERA CAPITAL INC. | FIERA CAPITAL GLOBAL ASSET MANAGEMENT
CRD#: 113638 / SEC#: 801-8948
RIA
Registered Investment Advisory firm - (12/22/1972 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
New York(8/18/2021)
Exams
Current Firm
FC
FIERA CAPITAL INC.
APEX CAPITAL MANAGEMENT | WILKINSON OGRADY & CO. INC. | WILKINSON O'GRADY & CO., INC. | SAMSON CAPITAL ADVISORS LLC | FIERA CAPITAL INC. | FIERA CAPITAL GLOBAL ASSET MANAGEMENT
CRD#: 113638 / SEC#: 801-8948
RIA
Registered Investment Advisory firm - (12/22/1972 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
477 Madison Avenue Suite 720, New York, NY 10022
Mailing Address
Phone number
(212) 300-1600
Established
Firm type
Fiscal year end
# of Employees
109
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,176 |
| AUM (Assets Under Management) | $ 19,556,063,153 |
Red Flags
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