Philip A Marchese

Current Employers

Employment History

• 09/2005 → 01/2017
  Citigroup Global Markets Inc.
  Philadelphia, PA
• 06/2009 → 01/2017
  Morgan Stanley Smith Barney
  Philadelphia, PA
• 01/2015 → 01/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 01/2017 → Present
  Automation Distribution Inc
  Hatfield, PA
• 12/2018 → Present
  Kestra Investment Services, Llc
  Newtown, PA
• 12/2018 → Present
  Kestra Advisory Services, Llc
  Newtown, PA

Previous Registrations

• 2011-02-09 → 2017-01-10
  Morgan Stanley
  Philadelphia, PA

Other Businesses

Business Name: Phil Marchese Investment Related: Yes Address: 24 Steel Road Havertown PA 19083 Nature of Business: Real Estate Position, Title or Relationship: Owner/landlord Start Date: 10/1/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Maintain property, collect rent, pay taxes.Business Name: Automation Distribution Inc Investment Related: No Address: 2398 N. Penn Road Hatfield PA 19440 Nature of Business: Other Other/None of the Above Not associated with any financial services fuctins Position, Title or Relationship: COO Start Date: 1/2/2017 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Run operations and financeBusiness Name: MDCI Automation Investment Related: No Address: 2398 N. Penn Road Hatfield PA 19440 Nature of Business: Other Other/None of the Above Engineering and Manufacturing operations Position, Title or Relationship: COO Start Date: 1/2/2017 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Run operations and finance for the company.Business Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Pkwy Bldg. 2 Ste. 400 Auston TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: representative Start Date: 1/1/2019 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: Providing investment advisory services to cusotmersBusiness Name: Drake, Lehner, and Morgan, LLC Investment Related: Yes Address: 41 University Drive Suite 400 Newtown PA 18940 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Employee Start Date: 1/1/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Registered Representative and Investment Advisory representative through Kestra Advisory LLC

Exams

• S66 Uniform Combined State Law Examination
  2001-02-06

Designations