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Oscar Burnell Phillips

Strategic Advisers LLC

Santa Barbara, CA

Santa Barbara, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-14
CA RA APPROVED 2026-06-05
  • TX RA
    APPROVED
    Since 2026-07-14
  • CA RA
    APPROVED
    Since 2026-06-05

Branch Locations

Santa Barbara, CA • United States

3793 State Street, Santa Barbara, CA 93105-3116 • 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
Goleta Valley Junior High School Santa Barbara CA 09/2015 09/2016
Dos Pueblos Senior High School Santa Barbara CA 09/2016 06/2020
Unemployed Santa Barbara CA 06/2020 09/2020
Trinity College Dublin Dublin 09/2020 05/2021
Rsvpsb Weddings Santa Barbara CA 05/2021 09/2021
Trinity College Dublin Dublin 09/2021 05/2022
Obon Sushi & Grill Teddington 05/2022 09/2022
Trinity College Dublin Dublin 09/2022 05/2023
Mullen & Henzell Llp Santa Barbara CA 05/2023 09/2023
Trinity College Dublin Dublin 09/2023 05/2024
Unemployed Santa Barbara CA 05/2024 10/2024
California Wealth Advisors Santa Barbara CA 10/2024 01/2026
Fidelity Investments Santa Barbara CA 01/2026 Present
  • 09/2015 → 09/2016
    Goleta Valley Junior High School
    Santa Barbara, CA
  • 09/2016 → 06/2020
    Dos Pueblos Senior High School
    Santa Barbara, CA
  • 06/2020 → 09/2020
    Unemployed
    Santa Barbara, CA
  • 09/2020 → 05/2021
    Trinity College Dublin
    Dublin
  • 05/2021 → 09/2021
    Rsvpsb Weddings
    Santa Barbara, CA
  • 09/2021 → 05/2022
    Trinity College Dublin
    Dublin
  • 05/2022 → 09/2022
    Obon Sushi & Grill
    Teddington
  • 09/2022 → 05/2023
    Trinity College Dublin
    Dublin
  • 05/2023 → 09/2023
    Mullen & Henzell Llp
    Santa Barbara, CA
  • 09/2023 → 05/2024
    Trinity College Dublin
    Dublin
  • 05/2024 → 10/2024
    Unemployed
    Santa Barbara, CA
  • 10/2024 → 01/2026
    California Wealth Advisors
    Santa Barbara, CA
  • 01/2026 → Present
    Fidelity Investments
    Santa Barbara, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-01
  • S66 Uniform Combined State Law Examination
    2026-06-01

View on SEC IAPD

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