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Philip Gabriel Nehro

Philip G. Nehro

EMPIRICAL ASSET MANAGEMENT
FALMOUTH, MA
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CRD#: 817539
Philip Gabriel Nehro
Philip Gabriel NehroEMPIRICAL ASSET MANAGEMENT

Professional summary


Philip Gabriel Nehro, CFP®, who also goes by Philip Nehre, Phil Nehro, Philip G Nehro, is a registered financial advisor currently at EMPIRICAL ASSET MANAGEMENT, LLC located in Falmouth, Massachusetts.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1976. Philip has worked at 17 firms and has passed the Series 65, Series 63, Series 3, Series 5 and Series 7 exams.

At a Glance


Always Fiduciary

Aliases


Philip Nehre | Phil Nehro | Philip G Nehro

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) - RIA


Click below to view Philip Gabriel Nehro'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®
CFP®

Start date: 2004

Experience


Current

July 9, 2026 - Present

EMPIRICAL ASSET MANAGEMENT, LLC

RIA
CRD#: 155436
FALMOUTH, MA
Past

January 23, 2026 - July 1, 2026

VIRTUE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 167816
WEST FALLMOUTH, MA
Past

May 28, 2008 - December 31, 2025

FIRST NATIONAL ADVISORS LLC

RIA
CRD#: 120859
FALMOUTH, MA
Past

September 11, 2007 - April 4, 2008

BENTLEY SECURITIES CORPORATION

BD
CRD#: 25759
NEW YORK, NY
Past

October 21, 2005 - August 31, 2007

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
NORWALK, CT
Past

October 3, 2005 - August 31, 2007

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
NORWALK, CT
Past

December 3, 2004 - August 26, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
STAMFORD, CT
Past

December 3, 2004 - August 26, 2005

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

July 28, 2004 - October 22, 2004

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

January 27, 1997 - September 20, 2004

P. SCHOENFELD ASSET MANAGEMENT LLC

BD
CRD#: 41732
NEW YORK, NY
Past

April 26, 1995 - January 9, 1997

SCHRODER & CO. INC.

BD
CRD#: 6112
NEW YORK, NY
Past

June 8, 1994 - April 27, 1995

BNP PARIBAS SECURITIES CORP.

BD
CRD#: 15794
NEW YORK, NY
Past

December 9, 1993 - June 9, 1994

SANWA SECURITIES (USA) CO., L.P.

BD
CRD#: 19697
NEW YORK, NY
Past

November 30, 1993 - June 9, 1994

SANWA UNIVERSAL SECURITIES CO., LLC

BD
CRD#: 8427
NEW YORK, NY
Past

November 2, 1992 - November 22, 1993

SBCI SWISS BANK CORPORATION INVESTMENT BANKING INC.

BD
CRD#: 4341
NEW YORK, NY
Past

July 20, 1992 - November 4, 1992

SBC WARBURG, INC.

BD
CRD#: 23745
NEW YORK, NY
Past

September 22, 1989 - March 9, 1992

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NASHVILLE, TN
Past

May 13, 1976 - November 10, 1987

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

January 28, 1976 - June 11, 1976

HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED

BD
CRD#: 412

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".
EA
EMPIRICAL ASSET MANAGEMENT, LLC
BOSTON PLATINUM MANAGEMENT | PENTA WEALTH MANAGEMENT, LLC | KEARSAGE INVESTMENT ADVISORS | EMPIRICAL ASSET MANAGEMENT, LLC

CRD#: 155436 / SEC#: 801-71967

RIA
Registered Investment Advisory firm - (11/23/2010 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
Massachusetts
(7/9/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/24/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 12/12/1981
Interest Rate Options Examination
General Industry/Product Exam

Current Firm


EA
EMPIRICAL ASSET MANAGEMENT, LLC
BOSTON PLATINUM MANAGEMENT | PENTA WEALTH MANAGEMENT, LLC | KEARSAGE INVESTMENT ADVISORS | EMPIRICAL ASSET MANAGEMENT, LLC

CRD#: 155436 / SEC#: 801-71967

RIA
Registered Investment Advisory firm - (11/23/2010 Approved)
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Contact information


Main Address
57 River Street Suite 301, Wellesley, MA 02481
Mailing Address
Phone number
(781) 431-2223
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (18 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EAM DISCLOSURE BROCHURE AND WRAP FEE PROGRAM BROCHURE (3/28/2025)

Regulatory assets under management


Total Number of Accounts988
AUM (Assets Under Management)$ 467,001,856

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


EMPIRICAL ASSET MANAGEMENT, LLC

CRD#: 155436Falmouth, MA

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