DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Philip Conger Adams
Feed of 09/14/2026
Also filed as Philip Conger Adams
At current firm
12 y
since Dec 6, 2013
In the industry
27 y
since Mar 10, 1999 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Belpointe Asset Management LLC independent RIA currentsince Dec 6, 2013 · Southbury, Ct
- Msi Financial Services, Inc. formerFeb 1, 2006 to Dec 4, 2013 · Shelton, Ct
- Pgim Investments LLC asset managerMar 19, 2004 to Apr 21, 2005 · Shelton, Ct
- American Skandia Advisory Services, Inc. unclassifiedMar 10, 2003 to Dec 16, 2003 · Shelton, Ct
Moves
a registration end followed by a registration begin elsewhere
- Msi Financial Services, Inc. to Belpointe Asset Management LLCleft Dec 4, 2013, registered Dec 6, 2013 (2 days) · Other
- Pgim Investments LLC to Msi Financial Services, Inc.left Apr 21, 2005, registered Feb 1, 2006 (286 days) · Other
- American Skandia Advisory Services, Inc. to Pgim Investments LLCleft Dec 16, 2003, registered Mar 19, 2004 (94 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address