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Current Employers
Percent Advisors Llc

145 E 57 St, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-02
PA RA APPROVED 2026-06-26
  • NY RA
    APPROVED
    Since 2026-07-02
  • PA RA
    APPROVED
    Since 2026-06-26

Branch Locations

Philadelphia, PA • United States

145 E 57 St, New York, NY 10022 • 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
Macquarie Investment Management Philadelphia PA 12/2021 12/2024
Genova Group Philadelphia PA 12/2020 12/2021
Deloitte New York NY 10/2019 12/2020
Unemployed Havertown PA 05/2019 10/2019
The Pennsylvania State University University Park PA 01/2019 05/2019
Biz2Credit New York NY 06/2018 08/2018
Ppb Capital Partners Conshohocken PA 05/2017 08/2017
The Pennsylvania State University University Park PA 08/2014 01/2019
Percent Technologies Llc New York NY 12/2024 Present
Percent Advisors Llc New York NY 06/2026 Present
  • 12/2021 → 12/2024
    Macquarie Investment Management
    Philadelphia, PA
  • 12/2020 → 12/2021
    Genova Group
    Philadelphia, PA
  • 10/2019 → 12/2020
    Deloitte
    New York, NY
  • 05/2019 → 10/2019
    Unemployed
    Havertown, PA
  • 01/2019 → 05/2019
    The Pennsylvania State University
    University Park, PA
  • 06/2018 → 08/2018
    Biz2Credit
    New York, NY
  • 05/2017 → 08/2017
    Ppb Capital Partners
    Conshohocken, PA
  • 08/2014 → 01/2019
    The Pennsylvania State University
    University Park, PA
  • 12/2024 → Present
    Percent Technologies Llc
    New York, NY
  • 06/2026 → Present
    New York, NY
Previous Registrations
Other Businesses

Since December 2, 2024, Mr. Philips has served as an Associate Investor Relations at Percent Technologies, an investment-related business located at 145 East 57th Street, New York, New York 10022. Percent Technologies is an investment platform technology company; as an Associate Investor Relations, Mr. Philips will be spending 120 hours per month in service of this OBA. Since June 2026, Mr. Philips has worked as an investment advisor at Percent Advisor LLC, an investment-related business located at 145 East 57th Street, New York, New York 10022. Mr. Philips will be spending 40 hours per month in service of this OBA. Since July 2026, Mr. Philips as an Investment Relations Associate has worked on the Percent Asset Based Income Fund, and investment related business located at 145 East 57th Street, NY, NY 10022, an affiliated entity. He will be spending 60 hours per month on this OBA.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-16
  • S66 Uniform Combined State Law Examination
    2022-02-16
Other Names
  • Anthony Philips

View on SEC IAPD

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