CONNECT

Address:

Main Office
63 Hurley Ave
Kingston, NY 12401

By Appointment Only
6423 Montgomery Street, Suite 16A
Rhinebeck , NY 12572

Phone:

845-384-1390

Fax/Other:

845-384-1483

Philip R Meltzer

Philip R Meltzer

Partner

Philip started working as a financial advisor in 2005. His efforts are focused primarily on portfolio and risk management including asset allocation and portfolio design. Philip graduated from Boston College with a B.A. in Economics in 1998 and received an M.B.A from Georgetown’s McDonough School of Business in 2003. He obtained his CERTIFIED FINANCIAL PLANNER(TM) professional certification in 2007.

Philip previously worked as a Senior Business Consultant for Unisys Corp. in Washington, D.C. from 2003 until his move back to New York. His clients included the U.S. Navy and the Transportation and Security Administration (TSA). Philip started his financial career as a marketing representative for MFS Investment Management in Boston, MA.

He serves as a board member of the Rhinebeck Chamber of Commerce, Northern Dutchess Hospital Foundation, and is the president of the Rotary Club of Rhinebeck. Philip lives in Rhinebeck with his wife Cari and their two children, ages 7 and 3.




 

Licensed States:

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MN, MO, NC, NJ, NY, NM PA, SC, TX, UT, VA, VT, WA

Phone 845 384 1392
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals