William Douglas Phillips is an investment adviser representative (IAR) with state registration records since 2007, appearing at 3 firms. Currently registered with NEWEDGE WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| NEWEDGE WEALTH, LLC | 2025-04-28 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2008-09-19 | 2010-04-06 | — |
| LEHMAN BROTHERS INC. | 2007-09-20 | 2008-10-02 | — |