PB
CFA
PB
CFA

Philip Gray Bickel

4 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
5,176 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Loading...

Location

375 Park Avenue, 8th Floor, New York, NY, 10152

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Fiera Capital INC.
August 2021 - Present · 4 yrs 6 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.
Philip Gray Bickel - Financial Advisor | TrueAdvisor