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Philip Brown

Strategic Advisers LLC

Villanova, PA

Philadelphia, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States

Philadelphia, PA • 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
Mcadam Llc Boston MA 06/2020 07/2021
Union College Schenectady NY 09/2016 06/2020
Generation Teach Boston MA 06/2019 07/2019
Professional Sports Catering Lowell MA 06/2014 08/2018
Client One Securities, Llc Leawood KS 08/2021 08/2022
Fidelity Investments Nashua NH 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 07/2021
    Mcadam Llc
    Boston, MA
  • 09/2016 → 06/2020
    Union College
    Schenectady, NY
  • 06/2019 → 07/2019
    Generation Teach
    Boston, MA
  • 06/2014 → 08/2018
    Professional Sports Catering
    Lowell, MA
  • 08/2021 → 08/2022
    Client One Securities, Llc
    Leawood, KS
  • 08/2022 → Present
    Fidelity Investments
    Nashua, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Nashua, NH
  • 2021-08-18 → 2022-06-16
    Creativeone Securities, Llc
    Sarasota, FL
    Overland Park, KS
    Overland Park, KS
    Bangor, ME
  • 2020-10-14 → 2021-07-01
    Mcadam Llc
    Radnor, PA
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-09-10
S65 Uniform Investment Adviser Law Examination 2020-09-09
  • S63 Uniform Securities Agent State Law Examination
    2021-09-10
  • S65 Uniform Investment Adviser Law Examination
    2020-09-09
Other Names
  • Phil Brown
  • Philip Edward Brown
  • Philip Brown

View on SEC IAPD

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Other Investors

FREDERICK P BRODIE
VINESSA RUSSONIELLO
JASON C. SAKS
EDWARD J CHRISTIANO
PRANAV S PATEL
MATTHEW D GIBSON
ERIK R SNYDER
JENNA MARIE MAIDA

Other Offices

PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. · VILLANOVA, PA
MP NEXT CAPITAL · VILLANOVA, PA
SENTINEL ASSET MANAGEMENT, LLC · VILLANOVA, PA
J.P. MORGAN SECURITIES LLC · Villanova, PA
TRUIST ADVISORY SERVICES, INC. · WAYNE, PA
LPL FINANCIAL LLC · BRYN MAWR, PA
GREEN DRAKE ADVISORS LLC · BRYN MAWR, PA
PATRIOT FINANCIAL MANAGER, L.P. · RADNOR, PA

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