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Phillip Nathan Senderowitz

Investment Adviser Representative at WELLTH ADVISORY SERVICES, LLC

Shorewood, ILCRD #2153160Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
States Registered
2 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Phillip Nathan Senderowitz has worked in the securities industry since 1996. They have passed the Series 66, 63, 8, and 7 examinations. They are registered to provide investment advisory services in Florida and Rhode Island.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaRhode Island
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/20/2002
Series 63
Uniform Securities Agent State Law Examination
Passed 7/24/1991
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/13/2002
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 12/16/1993

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$1,000,000 or Under2.00%
$1,000,001 to $2,000,0001.50%
Over $2,000,0011.00%
Source

Wellth Advisory Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WELLTH ADVISORY SERVICES, LLCCurrent
7/9/2024 – Shorewood, IL
GLOBAL RETIREMENT PARTNERS LLC
4/4/2019 – 7/13/2024Maitland, FL
KESTRA ADVISORY SERVICES, LLC
5/2/2016 – 4/1/2019Maitland, FL
NFP ADVISOR SERVICES, LLC
11/25/2015 – 9/22/2016Maitland, FL
NFP RETIREMENT
5/15/2013 – 8/11/2016Maitland, FL
FINANCIAL TELESIS, INC.
1/19/2010 – 4/15/2013Maitland, FL
NRP ADVISORS, INC.
1/28/2008 – 11/30/2009Winter Park, FL
LINCOLN FINANCIAL ADVISORS CORPORATION
6/9/2006 – 1/25/2008Maitland, FL
BB&T INVESTMENT SERVICES, INC.
12/9/2005 – 2/1/2006Orlando, FL
SUNTRUST INVESTMENT SERVICES, INC.
8/26/2002 – 9/16/2005Orlando, FL

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Phillip Nathan Senderowitz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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