Phx Financial, Inc.

Overview

Phx Financial, Inc. is a Broker Dealer based in New York, NY, formed in 2006 in Florida. Its 105 registered representatives work across 7 branch offices in 4 states.

Registered reps

105

Branch offices

7

Formed

2006

Jurisdictions

52

Contact

1 phone number on file

Practice

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Options
• Other
• Private Placements
• Retirement/Pension Products
• 4 more

Executive officers 3 of 4

• Kevin Chen Chief Executive Officer CRD 4871316
• Joseph Ryan Montana Registered Options and Security Futures Principal, Municipal Securities Rulemaking Board Principal CRD 5640919
• Robert Craig Gilman Financial and Operations Principal, Principal Financial Officer CRD 1738412

1 more executive officer, with direct contact details

Registered reps 3 of 105

• David Edwin Alvarado Registered Rep CRD 6546895
• Johan Leif Backlin Insurance Agent · Registered Rep CRD 4504080
• Clive Banarsee Registered Rep CRD 6098107

102 more registered reps, with emails, phones and branch locations

Location

Headquarters

100 Wall St Fl 10
New York, NY 10005

County

New York

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Branch offices

7 in 4 states, including Fort Lauderdale, FL, Hauppauge, NY and Jupiter, FL

Registrations

• FINRA member, corporation formed in Florida
• Registered in 52 jurisdictions
• Website: phoenixinc.com

Every state, with registration dates

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