Philip Hofmeister

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Fairport, NY • United States

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc	Pittsford	NY	04/2015	03/2021
Charles Schwab Bank	Pittsford	NY	04/2015	03/2021
Fidelity Investments	Rochester	NY	03/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2015 → 03/2021

Charles Schwab & Co., Inc

Pittsford, NY
04/2015 → 03/2021

Charles Schwab Bank

Pittsford, NY
03/2021 → Present

Fidelity Investments

Rochester, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-04-26 → 2025-03-31

Fidelity Personal And Workplace Advisors

Rochester, NY
2015-04-29 → 2021-04-08

Charles Schwab & Co., Inc.

Pittsford, NY

Troy, MI

West Hartford, CT

Albany, NY
2005-07-20 → 2015-04-14

Strategic Advisers Llc

Charlotte, NC

Rochester, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-07-14
S63	Uniform Securities Agent State Law Examination	1998-05-04

S66 Uniform Combined State Law Examination

2005-07-14
S63 Uniform Securities Agent State Law Examination

1998-05-04

Other Names

Philip Loren Hofmeister

View on SEC IAPD

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