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Philip A Watson

Strategic Advisers LLC

Jacksonville, FL

Brunswick, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
GA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • GA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Brunswick, GA • 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 Marlboro MA 08/2000 Present
Strategic Advisers, Inc. Marlboro MA 08/2000 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2000 → Present
    Fidelity Investments
    Marlboro, MA
  • 08/2000 → Present
    Strategic Advisers, Inc.
    Marlboro, MA
  • 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
    Jacksonville, FL
    Brunswick, GA
    Jacksonville, FL
  • 2007-12-18 → 2018-07-13
    Strategic Advisers Llc
    Jacksonville, FL
    Jacksonville, FL
  • 2003-04-21 → 2007-11-09
    Strategic Advisers Llc
    Marlboro, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-02-14
S63 Uniform Securities Agent State Law Examination 1995-10-13
  • S66 Uniform Combined State Law Examination
    2003-02-14
  • S63 Uniform Securities Agent State Law Examination
    1995-10-13
Other Names
  • Philip Alan Watson

View on SEC IAPD

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