Jennifer Philbrick is a control person of Four Tree Island Advisory and directly owns under 5% of it.
Four Tree Island Advisory is an investment adviser based in Portsmouth, NH, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals, individual clients and insurance companies. Its regulatory assets under management total $182 million, as filed on 2 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6312844
- Firm
- Four Tree Island Advisory · CRD 158851
- Role
- Chief Compliance Officer
- In role since
- January 2014 · 12 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Portsmouth, NH
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Jennifer Philbrick work?
Jennifer Philbrick has been Chief Compliance Officer of Four Tree Island Advisory LLC since January 2014, and is a control person of the firm.
How can I verify Jennifer Philbrick’s record?
Jennifer Philbrick’s role is listed on Four Tree Island Advisory LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 158851.