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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
P••••• T••••• W•••
- Professional profile
- linkedin.com/in/philip-t-webb-crpc-198a7335reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- L•• F•••••••• L•• BD affiliated currentsince May 21, 2026 · Pittsburgh, Pa
- G••• L••• A•••••••• L•• independent RIA currentsince Dec 13, 2017 · Celebration, Fl
- W•••••• • R••• formerNov 8, 2013 to Dec 20, 2017 · Pittsburgh, Pa
- C••••••• S••••••••• I••• BD affiliatedAug 16, 2010 to Nov 12, 2013 · Pittsburgh, Pa
- E•••• N••••••• S••••••••• I••• formerJun 7, 2010 to Aug 5, 2010 · Cranberry Twp, Pa
- L•• F•••••••• L•• BD affiliatedApr 30, 2007 to Feb 15, 2011 · Homestead, Pa
- U•••• F•••••••• S••••••• G••••• I••• unclassifiedJun 9, 2006 to Jun 2, 2010 · Pittsburgh, Pa
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseFeb 8, 2005 to Jul 21, 2005 · Pittsburgh, Pa
- W•••••• • R••• to G••• L••• A•••••••• L••left Dec 20, 2017, registered Dec 13, 2017 (-7 days) · Other · moved with a team
- C••••••• S••••••••• I••• to W•••••• • R•••left Nov 12, 2013, registered Nov 8, 2013 (-4 days) · Other
- L•• F•••••••• L•• to E•••• N••••••• S••••••••• I•••left Feb 15, 2011, registered Jun 7, 2010 (-253 days) · Other
- E•••• N••••••• S••••••••• I••• to C••••••• S••••••••• I•••left Aug 5, 2010, registered Aug 16, 2010 (11 days) · Other
- U•••• F•••••••• S••••••• G••••• I••• to L•• F•••••••• L••left Jun 2, 2010, registered Apr 30, 2007 (-1129 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•••• F•••••••• S••••••• G••••• I•••left Jul 21, 2005, registered Jun 9, 2006 (323 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address