Lindsay Hammond Phillips

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 03/2017
  Valic Financial Advisors, Inc.
  Houston, TX
• 04/2017 → Present
  Fidelity Brokerage Services Llc
  Houston, 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
  Houston, TX
  Jersey Village, TX
• 2017-08-18 → 2018-07-13
  Strategic Advisers Llc
  Houston, TX
• 2015-11-06 → 2017-04-06
  Valic Financial Advisors, Inc.
  Houston, TX
  Houston, TX
• 2011-03-07 → 2012-03-05
  Morgan Stanley
  Houston, TX
  Houston, TX
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-16
• S63 Uniform Securities Agent State Law Examination
  2015-10-05
• S66 Uniform Combined State Law Examination
  2011-03-04

Other Names

• Lindsey A Hammond
• Lindsay Hammond
• Lindsay Ann Hammond
• Lindsay Ann Phillips