Phillip Burruel has been an investment adviser representative at Daviman Financial since July 2026, and is not listed among the firm’s executive officers or direct owners.
Daviman Financial, LLC is a firm with $234M under management, 256 clients and 3 advisers across 2 offices, as of its July 2026 filing.
Phillip Burruel’s longest registration was under a year at Smart Wealth, LLC (2024–2025). Before joining Daviman Financial in 2026, Phillip Burruel was registered through Smart Wealth, LLC.
- Daviman Financial, LLCCurrent– present · under a yearHenderson, NV · Adviser representative · Firm CRD 285030
- Smart Wealth, LLC– · under a yearHenderson, NV · Adviser representative · Firm CRD 315496
Investment adviser representative registrations
Phillip Burruel is registered as an investment adviser representative in 2 states. Each was approved in July 2026.
- IndianaSince 1 July 2026
- NevadaSince 1 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 July 2024 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 17 April 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 September 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 September 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Phillip Alan Burruel
- CRD
- 4531852
- Firm
- Daviman Financial · CRD 285030
- Office
- 2831 ST. ROSE PKWY, Suite 200-225, Henderson, NV 89052
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Phillip Burruel work?
Phillip Burruel is an investment adviser representative registered through Daviman Financial, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Phillip Burruel a financial advisor?
Yes. Phillip Burruel has a current investment-adviser registration in Indiana and Nevada, through Daviman Financial since July 2026.
How many years of experience does Phillip Burruel have?
Phillip Burruel has 0 years in the financial industry, since December 2025, across 2 adviser firms.
What exams has Phillip Burruel passed?
Phillip Burruel has passed 4 licensing exams: the Series 6, Series 63, Series 26 and Series 65. The earliest, the Series 6, was passed in September 2002.
Where did Phillip Burruel work before Daviman Financial?
Before Daviman Financial, Phillip Burruel was registered through Smart Wealth, LLC, August 2024 to February 2025.
Where is Phillip Burruel based?
Phillip Burruel’s registered office is in Henderson, NV.
Is Phillip Burruel registered with FINRA?
No. Phillip Burruel has no current broker registration.
How can I verify Phillip Burruel’s record?
Search CRD 4531852 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Phillip Burruel’s full registration record.
