Phillip Neal Edwards

Current Employers

Employment History

• 10/2013 → 11/2024
  Citigroup
  West Palm Beach, FL
• 11/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach, FL

Previous Registrations

• 2013-11-04 → 2024-11-27
  Citigroup Global Markets Inc.
  West Palm Beach, FL
  Boca Raton, FL
  Tampa, FL
  Washington, DC
  Greenwich, CT
  Jupiter, FL
• 2013-04-03 → 2013-06-26
  Deltec Wealth Management, Llc
  Palm Beach Gardens, FL

Other Businesses

I*: 2117293Entity Type: Entity Charitable Name of OBA: Cultural Council of Palm Beach County Address: Lake Worth Beach, FL 33460Investment Related: no Position, Title, Association: Director Employee Start Date: 01/04/2022No Hours: 2hr/mo No Hours during trading: 1.5Duties: The mission of the Cultural Council for Palm Beach County is to nurture, promote, and support a healthy, diverse, and inclusive cultural sector. We serve as cultural architects, championing and growing cultural organizations and creative professionals so that arts and culture are a part of everyday life, for everyone. I*2704272, Entity Type: Entity Charitable, Name of OBA: United Way of Palm Beach County, Address: West Palm Beach, Florida, 33401, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 10/01/2025, No Hours: 5 Monthly, No Hours during Trading: 2 Monthly, Duties: Members of the Board of Directors approve all significant financial issues and commitments including the financial statements and annual audited statements. They are accountable for improvements in policies and procedures and the accompanying internal controls that ensure the proper stewardship of donations. The Board approves the annual budget and associated agency funding recommendations. United Way of Palm Beach County's mission is to is to ensure that everyone in Palm Beach County has access to the basics: a quality education, a place to live, financial stability, good medical care, and enough to eat. I*4724284 Entity Type: For Profit Name of OBA: Total Digital Security Address: Boca Raton, Florida, 33434 Investment Related: No Position, Title, Association: Director Employee Start Date: 06/30/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Provides personal cyber security solutions to individuals, families and small to medium sized businesses. The founder of the company passed away and I have been asked to join the board in an advisory capacity only. I*4693281 Entity Type: Entity For Profit Name of OBA: New York Institute of Finance Address: New York, New York, 10038 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 10/05/2026 Number of Hours: 2, Yearly Number of Hours during trading: 2, Yearly Duties: The New York Institute of Finance (NYIF) is a professional education and training organization focused on the financial services industry. Its core purpose is to develop the knowledge, skills, and capabilities of finance professionals. I've been invited to be a lecturer as part of the Family Office Certificate program.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-03-15
• S63 Uniform Securities Agent State Law Examination
  2010-08-30