Phil Jef Walker

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
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Larkspur, CA • United States

1000 4Th Street, San Rafael, CA 94901-3122 • United States

601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • 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
Fidelity Investments	Westlake	TX	08/2007	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2007 → Present

Fidelity Investments

Westlake, TX
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Larkspur, CA

San Rafael, CA

Larkspur, CA
2010-01-01 → 2018-07-13

Strategic Advisers Llc

Santa Barbara, CA

Westlake, TX

San Antonio, TX

Los Angeles, CA

Santa Barbara, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-12-30
S63	Uniform Securities Agent State Law Examination	2007-11-21

S66 Uniform Combined State Law Examination

2009-12-30
S63 Uniform Securities Agent State Law Examination

2007-11-21

Other Names

Phil J Walker
Phil Jeffrey Walker

View on SEC IAPD

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