Phillip Mabey

Current Employers

Employment History

• 11/2013 → Present
  New York Life Insurance Company
  Latham, NY
• 05/2014 → Present
  Nylife Securities Llc
  Latham, NY
• 06/2017 → 11/2024
  Wealth Strategies Group
  Latham, NY
• 04/2018 → Present
  Eagle Strategies Llc
  Latham, NY
• 10/2024 → Present
  Northway Financial Group Llc
  Latham, NY

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; 26 Century Hill Dr. Suite 301 Latham, NY 12110; Start Date 06/2017; Role/Title: Agent; 5 hours per month; 5 hours per month during securities trading hours] [Eastern NY Society of FSP; Building professional network, enhancing knowledge base and growing practice.; PO Box 17 Latham, NY 12110; Start Date 07/2018; Role/Title: Board Member; Investment Related; 6 hours per month; 4 hours per month during securities trading hours; I will be on the Sponsorship Committee and will be a voting Board Member] [Tri-Village Little League; Board Member - duties include paying umpires and vendors, maintaining the park and attending meetings.; 14 Kenwood Ave. Glenmont, NY 12077; Start Date 02/2022; Role/Title: Board Member; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours; attend meetings, pay umpires and vendors and maintaining the ball park.] [OPERATING UNDER THE DBA NAME OF Northway Financial Group LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LATHAM NY; START DATE: 10/2024][MMJ9615 LLC; holding company for rental property; 1749 New Scotland Rd Slingerlands NY 12159; Start Date 01/2025; Role/Title: Owner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; manage property]

Exams

• S66 Uniform Combined State Law Examination
  2018-03-01
• S63 Uniform Securities Agent State Law Examination
  2014-10-31

Other Names

• Phillip Gregg Mabey