0001624824-24-000003.txt : 20240320 0001624824-24-000003.hdr.sgml : 20240320 20240320092825 ACCESSION NUMBER: 0001624824-24-000003 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: ACAMPORA,ROBERTA,SALEMA, FILED AS OF DATE: 20240320 DATE AS OF CHANGE: 20240320 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Phoenix Advisors, LLC CENTRAL INDEX KEY: 0001624824 ORGANIZATION NAME: IRS NUMBER: 201382044 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-04439 FILM NUMBER: 24766517 BUSINESS ADDRESS: STREET 1: 625 FARNSWORTH AVENUE CITY: BORDENTOWN STATE: NJ ZIP: 08505 BUSINESS PHONE: 6309 291 0130 MAIL ADDRESS: STREET 1: 625 FARNSWORTH AVENUE CITY: BORDENTOWN STATE: NJ ZIP: 08505 MA-I/A 1 primary_doc.xml MA-I/A 0001624824 XXXXXXXX Anthony Inverso 6092910130 ainverso@muniadvisors.com ainverso@muniadvisors.com kcollins@muniadvisors.com N 0001624824-18-000011 N Roberta Salema Acampora N 1 0001624824 Phoenix Advisors, LLC 02-01-2013 N 12-12-2014 0001624824 LOCATED SUPERVISED 02-01-2013 625 Farnsworth Avenue BORDENTOWN NJ 08505 02-2013 Phoenix Advisors, LLC Bordentown NJ 08505 Y N Managing Director 01-2012 01-2013 Sustainable New Jersey Ewing NJ 08618 N N Project Manager 10-1993 12-2012 Capital financial Advisors Mount Laurel NJ 08054 Y N President N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 03-20-2024 Anthony P. Inverso Senior Managing Director/Chief Compliance Officer