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Phoenix Financial Services Employee Directory

Financial ServicesNew York, United States51-200 Employees

Phoenix Financial Services is a mid-sized financial services firm based in New York City’s financial district. It offers services such as financial planning, retirement guidance, and evaluations of financial products, prioritizing a high degree of personalization. The firm claims to minimize conflicts that can arise at larger firms by refraining from market making and proprietary trading, and it operates as a fully disclosed broker-dealer. To safeguard client assets, funds and securities are held with clearing partners RBC Correspondent Services and COR Clearing. Positioned within the financial services sector, the company emphasizes tailored advisory and execution services rather than the broad product menus often associated with bigger institutions, serving clients within the local financial community.

Find Phoenix Financial Services employees' phone numbers or email addresses

Phoenix Financial Services Global Highlights

Location
Employees

North America
113

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  • United States Of America
    112
  • Canada
    1

Asia
8

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  • India
    7
  • Iran
    1

Europe
6

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  • Ireland
    3
  • United Kingdom Of Great Britain And Northern Ireland
    3

Africa
2

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  • South Africa
    2

South America
1

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  • Chile
    1

Phoenix Financial Services's Leadership

  • Founder at Phoenix Financial Services
    B. N.
    Founder
    Mobile Phone
  • Owner at Phoenix Financial Services
    C. S.
    Owner
    Mobile Phone
  • Owner, Phoenix Financial Services at Phoenix Financial Services
    R. S.
    Owner, Phoenix Financial Services
    Mobile Phone
  • Owner at Phoenix Financial Services
    P. M.
    Owner
    Mobile Phone
  • Owner at Phoenix Financial Services
    A. S.
    Owner
    Mobile Phone
  • Managing Director at Phoenix Financial Services
    E. S.
    Managing Director
    Mobile Phone
  • Principal Supervisor at Phoenix Financial Services
    R. G.
    Principal Supervisor
    Mobile Phone
  • Principal at Phoenix Financial Services
    P. M.
    Principal
    Mobile Phone

Phoenix Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Community & Social Services
  • Consultant
  • Other

Contact profiles from Phoenix Financial Services

Name
Title
Contact
Location
Last Update
  • Founder at Phoenix Financial Services
    B. N.
    Founder
    Mobile Phone
    India
    May 30, 2026
  • Owner at Phoenix Financial Services
    C. S.
    Owner
    Mobile Phone
    India, Maharashtra
    Aug 29, 2026
  • Owner, Phoenix Financial Services at Phoenix Financial Services
    R. S.
    Owner, Phoenix Financial Services
    Mobile Phone
    Canada, Ontario
    Sep 16, 2024
  • Owner at Phoenix Financial Services
    P. M.
    Owner
    Mobile Phone
    Ireland
    Sep 01, 2026
  • Owner at Phoenix Financial Services
    A. S.
    Owner
    Mobile Phone
    Aug 03, 2026
  • Managing Director at Phoenix Financial Services
    E. S.
    Managing Director
    Mobile Phone
    Aug 03, 2026
  • Principal Supervisor at Phoenix Financial Services
    R. G.
    Principal Supervisor
    Mobile Phone
    Jun 27, 2026
  • Principal at Phoenix Financial Services
    P. M.
    Principal
    Mobile Phone
    Ireland
    Jun 25, 2026
  • Private Client Group at Phoenix Financial Services
    A. M.
    Private Client Group
    Mobile Phone
    Sep 09, 2026
  • Private Client Group at Phoenix Financial Services
    A. R.
    Private Client Group
    Mobile Phone
    Jun 25, 2026

Frequently Asked Questions

What is Phoenix Financial Services known for?

Minus sign iconPlus sign iconPhoenix Financial Services operates in the Financial Services industry. You can contact Phoenix Financial Services's main corporate office by phone at
+1-855-342-****
. Explore Phoenix Financial Services's company overview page for more information.

What is Phoenix Financial Services's most common email format?

Minus sign iconPlus sign iconPhoenix Financial Services employees' email format typically follows the pattern of FLast@phoenixinc.com. Trying to find reliable and up-to-date employee contact data? Find more Phoenix Financial Services email formats with LeadIQ.

How many employees does Phoenix Financial Services have currently?

Minus sign iconPlus sign iconPhoenix Financial Services has approximately 131 employees as of August 2026. These team members are located across 5 continents, including North America, Asia and Europe.

Who are Phoenix Financial Services's key employees and leadership?

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As of August 2026, Phoenix Financial Services's key employees include:

  • Founder: B. N.
  • Owner: C. S.
  • Owner, Phoenix Financial Services: R. S.
  • Owner: P. M.
  • Owner: A. S.

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