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Phillip Francisco Correa

Strategic Advisers LLC

Denver, CO

CRD 7443233

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Denver, CO • 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 Westlake TX 09/2021 Present
Chick-Fil-A Colleyville TX 12/2017 08/2021
Unemployed Colleyville TX 06/2017 12/2017
Alpha Omicron Pi Norman OK 04/2015 05/2017
University Of Oklahoma Norman OK 09/2013 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 12/2017 → 08/2021
    Chick-Fil-A
    Colleyville, TX
  • 06/2017 → 12/2017
    Unemployed
    Colleyville, TX
  • 04/2015 → 05/2017
    Alpha Omicron Pi
    Norman, OK
  • 09/2013 → 05/2017
    University Of Oklahoma
    Norman, OK
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-01
  • S66 Uniform Combined State Law Examination
    2022-02-01
Other Names
  • Phillip Francisco Correa
  • Phillip F Correa

View on SEC IAPD

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