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Veronica Phillips

Strategic Advisers LLC

Solon, OH

CRD 6184113

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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
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Solon, OH • 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 Woodmere OH 04/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2013 → Present
    Fidelity Investments
    Woodmere, OH
  • 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
    Solon, OH
  • 2015-03-13 → 2018-07-13
    Strategic Advisers Llc
    Fairlawn, OH
    Woodmere Village, OH
Other Businesses

OBA-126175|OrgNmn:Vibe and Sweat, Fitness and Line Dance|Org Addr:SOLON,Ohio,US|OBA Nature:Fitness and Line Dance|Invst Rel:N|Title:Owner|Duties:I will have a weekly class Friday night and local bookings on the weekend|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-09
  • S66 Uniform Combined State Law Examination
    2014-04-09
Designations
  • Certified Financial Planner
Other Names
  • Veronica Lafaye Callaway
  • Veronica Lafaye Phillips

View on SEC IAPD

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