What departments does Phoenix Financial Services have?

Phoenix Financial Services has employees across 4 departments including Finance, Banking, Accounting, Analytics.

What is the largest department at Phoenix Financial Services?

The largest department at Phoenix Financial Services is Finance with 2 employees.

Where are Phoenix Financial Services employees located globally?

Phoenix Financial Services has employees across 5 continents and 8 countries including South Africa, India, Iran, Ireland, United Kingdom Of Great Britain And Northern Ireland.

How has Phoenix Financial Services's team size changed over time?

Phoenix Financial Services's team has decreased from approximately 105 to 97 employees based on available data.

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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.

Phoenix Financial Services Global Highlights

North America
113

United States Of America
112
Canada
1

Asia
8

India
7
Iran
1

Europe
6

Ireland
3
United Kingdom Of Great Britain And Northern Ireland
3

Africa
2

South Africa
2

South America
1

Chile
1

Phoenix Financial Services's Leadership

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

Phoenix Financial Services Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Community & Social Services
Consultant
Other

Contact profiles from Phoenix Financial Services

Name

Title

Contact

Location

Last Update

A. B.
Loan Officer
Mobile Phone
Email
Oct 18, 2024
J. M.
Accounts Receivables
Mobile Phone
Email
Oct 17, 2024
M. G.
Debt Collector
Mobile Phone
Email
Apr 25, 2025
N. S.
Financial Assurance Associate
Mobile Phone
Email
Oct 17, 2024
S. R.
Member Finra Sipc
Mobile Phone
Email
Oct 18, 2024
R. R.
Independent Mortgage Adviser
Mobile Phone
Email
United Kingdom, Wales
Jun 11, 2026
Y. S.
Financial Analyst
Mobile Phone
Email
Sep 03, 2026

Frequently Asked Questions

What is Phoenix Financial Services known for?

Phoenix 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?

Phoenix 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?

Phoenix 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?

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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Phoenix Financial Services Employee Directory

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