Elvis Julian Phillips

Employer firm

Voya Financial Advisors, Inc. CRD 2882

$3.87B regulatory AUM 120 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 08/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 11/2013 → 08/2017
  Bank Of America, N.A.
  Pennington, NJ
• 09/2017 → 09/2018
  Morgan Stanley
  Blue Bell, PA
• 10/2017 → 09/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 05/2023 → 12/2023
  Adp, Inc.
  Allentown, PA
• 05/2023 → 12/2023
  Adp Broker-Dealer, Inc.
  Allentown, PA
• 10/2018 → 01/2019
  Unemployed
  Blue Bell, PA
• 01/2019 → 03/2022
  Ascensus Llc
  Dresher, PA
• 03/2022 → 05/2022
  Unemployed
  Lafayette Hill, PA
• 05/2022 → 09/2022
  Pcs Retirement Llc
  Philadelphia, PA
• 09/2022 → 11/2022
  Unemployed
  Lafayette Hill, PA
• 11/2022 → 12/2022
  Ups
  King Of Prussia, PA
• 12/2022 → 05/2023
  Unemployed
  Lafayette Hill, PA
• 12/2023 → 06/2025
  Citizens Secueities, Inc
  Blue Bell, PA
• 12/2023 → 06/2025
  Citizens Bank, N/A
  Blue Bell, PA
• 06/2025 → 04/2026
  Unemployed
  Manheim, PA
• 05/2026 → Present
  Voya Financial Advisors
  Manheim, PA

Previous Registrations

• 2017-10-17 → 2018-10-02
  Morgan Stanley
  Blue Bell, PA
• 2013-11-27 → 2017-08-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2026-06-29
• S63 Uniform Securities Agent State Law Examination
  2023-07-15

Other Names

• Elvis Phillips
• Elvis Julian Phillips
• Elvis J Phillips
• Elvis Julian Pena