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Phillip S. Varga

Strategic Advisers LLC

Orlando, FL

Winter Park, FL

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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
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Orlando, FL • United States

900 North Orlando Ave, Winter Park, FL 32789-2924 • 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 Brokerage Services, Llc Jacksonville FL 05/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2012 → Present
    Fidelity Brokerage Services, Llc
    Jacksonville, FL
  • 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
    Orlando, FL
    Altamonte Springs, FL
  • 2013-07-23 → 2018-07-13
    Strategic Advisers Llc
    Jacksonville, FL
    Altamonte Springs, FL
Other Businesses

OBA-62147|OrgNmn:921 Shady Lane LLC|Org Addr:Orlando ,Florida,US|OBA Nature:Rental Property inside of an L|Invst Rel:Y|Title:member|Duties:Management of Rental |StrtDt:12-31-21|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-12
S63 Uniform Securities Agent State Law Examination 2012-08-13
  • S66 Uniform Combined State Law Examination
    2013-07-12
  • S63 Uniform Securities Agent State Law Examination
    2012-08-13
Designations
Other Names
  • Phillip S Varga
  • Phillip Scott Varga

View on SEC IAPD

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