Best Investors Account Sign in
Inactive

Philip Edward Seibert

Julius Arthur Seibert & Company, LLC

Cincinnati, OH

CRD 418113

Claim This Profile
Employer firm

Julius Arthur Seibert & Company, LLC CRD 142288

$65.5M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • INVESTMENT CONSULTING

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

Current Employers
Julius Arthur Seibert & Company, Llc

8044 Montgomery Road Suite 700, Cincinnati, OH 45236 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-11-12
IN RA APPROVED 2017-03-20
OH RA APPROVED 2007-01-08
  • TX RA
    APPROVED_RES
    Since 2019-11-12
  • IN RA
    APPROVED
    Since 2017-03-20
  • OH RA
    APPROVED
    Since 2007-01-08

Branch Locations

8044 Montgomery Road Suite 265, Cincinnati, OH 45236 • 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
Julius Arthur Seibert & Company, Llc Cincinnati OH 01/2007 Present
Previous Registrations
Other Businesses

4. Rental Properties, Non-investment related, Ohio, Rental Property, Owner, 1978, 5 HRS/MO, 0 HRS/Trading HRS, Manage rental properties

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-03-29
S63 Uniform Securities Agent State Law Examination 1986-03-11
  • S65 Uniform Investment Adviser Law Examination
    1994-03-29
  • S63 Uniform Securities Agent State Law Examination
    1986-03-11
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC

Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

More in Cincinnati, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor