Best Investors Account Sign in

Phillip Rosiek

Strategic Advisers LLC

Troy, MI

Royal Oak, MI

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Troy, MI • United States

Royal Oak, MI • 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
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Birmingham MI 10/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2014 → Present
    Fidelity Brokerage Services Llc
    Birmingham, MI
  • 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
    Royal Oak, MI
  • 2014-10-28 → 2018-07-13
    Strategic Advisers Llc
    Birmingham, MI
  • 2009-11-13 → 2014-10-03
    Pnc Wealth Management Llc
    Berkley, MI
    Royal Oak, MI
    Richmond, MI
    Troy, MI
  • 2006-10-11 → 2009-11-13
    Natcity Investments, Inc.
    Royal Oak, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-12
  • S66 Uniform Combined State Law Examination
    2005-01-12
Other Names
  • Phillip Joseph Rosiek

View on SEC IAPD

More in Troy, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor