Phillip George Margy

Current Employers

Employment History

• 07/2010 → 04/2017
  Suntrust Investment Services, Inc.
  Melbourne, FL
• 08/2016 → 04/2017
  Suntrust Advisory Services
  Melbourne, FL
• 03/2026 → Present
  Raymond James Financial Services, Inc.
  Melbourne, FL
• 03/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Melbourne, FL
• 08/2013 → 03/2026
  Truist Investment Services, Inc.
  Coral Gables, FL
• 08/2016 → 03/2026
  Truist Advisory Services, Inc.
  Coral Gables, FL

Previous Registrations

• 2016-08-19 → 2026-03-31
  Truist Advisory Services, Inc.
  Melbourne, FL
  Melbourne, FL
  Indian Harbour Beach, FL
• 2010-08-09 → 2016-12-31
  Truist Investment Services, Inc.
  Coral Gables, FL
  Melbourne, FL
  Merritt Island, FL
  Melbourne, FL
  Melbourne, FL
  Indian Harbour Beach, FL
  Palm Bay, FL
  Palm Bay, FL
  Indialantic, FL
  West Melbourne, FL
  Melbourne, FL
  West Melbourne, FL
  Melbourne, FL
  Rockledge, FL
  Melbourne, FL
  Indian Harbour Beach, FL
  Tampa, FL
  Fort Lauderdale, FL
  Brevard, NC
  Rockledge, FL
• 2003-07-01 → 2010-08-12
  Wells Fargo Clearing Services, Llc
  Melbourne, FL
  Orlando, FL
  Viera, FL
  Orlando, FL
  Melbourne, FL
  Melbourne, FL
  Viera, FL
  Orlando, FL
  Melbourne, FL
• 2001-01-19 → 2003-07-01
  Prudential Equity Group, Llc
  Daytona Beach, FL

Other Businesses

(1)Name of Business: Fortuna Wealth Address: 930 S Harbor City Blvd, Melbourne, FL, 32901, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: What is your role in relation to this activity? Director\n\nFinancial Advisor\n (2)Name of Business: PM Wealth Management, LLC Address: 930 S Harbor City Blvd, Melbourne, FL, 32901, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: What is your role in relation to this activity? Owner/Proprietor\n\nFinancial Advisor\n

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-01-24
• S63 Uniform Securities Agent State Law Examination
  1991-10-28

Other Names

• Phillip G Margy