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Philip Jeffery White

Strategic Advisers LLC

Durham, NC

Durham, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Durham, NC • 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 Investments Durham NC 06/2021 Present
Suntrust Now Truist Bank Durham NC 12/2017 05/2021
Homeside Financial Durham NC 01/2017 08/2017
Pnc Arena Raleigh NC 09/2016 12/2016
Unemployed Durham NC 05/2016 09/2016
Unemployed Durham NC 08/2017 11/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Durham, NC
  • 12/2017 → 05/2021
    Suntrust Now Truist Bank
    Durham, NC
  • 01/2017 → 08/2017
    Homeside Financial
    Durham, NC
  • 09/2016 → 12/2016
    Pnc Arena
    Raleigh, NC
  • 05/2016 → 09/2016
    Unemployed
    Durham, NC
  • 08/2017 → 11/2017
    Unemployed
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-07
  • S66 Uniform Combined State Law Examination
    2021-10-07
Other Names
  • Philip Jeffery White
  • Philip White

View on SEC IAPD

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