Financial advisor
Phillip Margy
Now at Raymond James Financial Services · Melbourne, FL
Registered as PHILLIP GEORGE MARGY
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Richard Knight, Brent Detweiler, Phillip Margy | Truist Wealth | Raymond James Financial Services | Breakaway | July 15, 2026 | $430M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Investment adviser | March 31, 2026 | Current |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | Broker-dealer | March 30, 2026 | Current |
| TRUIST ADVISORY SERVICES, INC. | Investment adviser | August 19, 2016 | March 31, 2026 |
| SUNTRUST INVESTMENT SERVICES, INC. | Investment adviser | August 9, 2010 | December 31, 2016 |
| TRUIST INVESTMENT SERVICES, INC. | Broker-dealer | July 27, 2010 | March 31, 2026 |
| WELLS FARGO ADVISORS, LLC | Investment adviser | July 1, 2003 | August 12, 2010 |
| WELLS FARGO ADVISORS, LLC | Broker-dealer | July 1, 2003 | August 12, 2010 |
| PRUDENTIAL SECURITIES INCORPORATED | Investment adviser | January 19, 2001 | July 1, 2003 |
| PRUDENTIAL SECURITIES INCORPORATED | Broker-dealer | January 19, 2001 | July 1, 2003 |
| DEAN WITTER REYNOLDS INC. | Broker-dealer | April 25, 1997 | January 25, 2001 |
| BARNETT INVESTMENTS, INC. | Broker-dealer | April 19, 1994 | May 9, 1997 |
| GREAT WESTERN FINANCIAL SECURITIES CORPORATION | Broker-dealer | February 15, 1994 | April 13, 1994 |
| OLDE DISCOUNT CORPORATION | Broker-dealer | April 22, 1993 | February 15, 1994 |
| PAINEWEBBER INCORPORATED | Broker-dealer | October 21, 1991 | April 7, 1993 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.