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Philip Gregory Stevens

Edward Jones

Cicero, NY

CRD 4424895

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-30
NY RA APPROVED 2026-01-29
  • TX RA
    APPROVED
    Since 2026-03-30
  • NY RA
    APPROVED
    Since 2026-01-29

Branch Locations

6265 Route 31 Suite #2, Cicero, NY 13039 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Top Stack Staffing Newark NJ 11/2020 03/2022
Edward Jones St Louis MO 04/2022 Present
Bank Of New York Mellon East Syracuse NY 05/2005 08/2019
Unemployed Newark NJ 09/2019 11/2020
  • 11/2020 → 03/2022
    Top Stack Staffing
    Newark, NJ
  • 04/2022 → Present
    Edward Jones
    St Louis, MO
  • 05/2005 → 08/2019
    Bank Of New York Mellon
    East Syracuse, NY
  • 09/2019 → 11/2020
    Unemployed
    Newark, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-28
S63 Uniform Securities Agent State Law Examination 2002-01-22
  • S66 Uniform Combined State Law Examination
    2026-01-28
  • S63 Uniform Securities Agent State Law Examination
    2002-01-22
Other Names
  • P. Gregory Stevens

View on SEC IAPD

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ANDRES CANO
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Nearby Offices

CITIZENS SECURITIES, INC. · CICERO, NY
KEY INVESTMENT SERVICES LLC · CICERO, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CICERO, NY

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