Malcolm Migel is not listed as a control person, but directly owns under 5% of Phoenix Wealth Advisors.
Phoenix Wealth Advisors is an investment adviser based in Chapel Hill, NC, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $641 million, as filed on 2 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7708762
- Firm
- Phoenix Wealth Advisors · CRD 118412
- Role
- Chief Compliance Officer
- In role since
- March 2023 · 3 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Chapel Hill, NC
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Malcolm Migel work?
Malcolm Migel has been Chief Compliance Officer of Phoenix Wealth Advisors Inc. since March 2023.
How can I verify Malcolm Migel’s record?
Malcolm Migel’s role is listed on Phoenix Wealth Advisors Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 118412.