Best Investors Account Sign in

Phillip Glover

Strategic Advisers LLC

Dunwoody, GA

Dunwoody, GA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States

Dunwoody, 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
Jackson National Life Distributors Llc Nashville TN 01/2014 02/2018
Preferred Capital Securities, Llc Atlanta GA 02/2018 08/2019
Voya Investment Management Altanta GA 08/2019 08/2021
Voya Investments Distributor, Llc Windsor CT 08/2019 08/2021
Voya Investment Management Co. Llc New York NY 08/2019 08/2021
Fidelity Investments Dunwoody GA 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 02/2018
    Jackson National Life Distributors Llc
    Nashville, TN
  • 02/2018 → 08/2019
    Preferred Capital Securities, Llc
    Atlanta, GA
  • 08/2019 → 08/2021
    Voya Investment Management
    Altanta, GA
  • 08/2019 → 08/2021
    Voya Investments Distributor, Llc
    Windsor, CT
  • 08/2019 → 08/2021
    Voya Investment Management Co. Llc
    New York, NY
  • 08/2021 → Present
    Fidelity Investments
    Dunwoody, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dunwoody, GA
  • 2019-08-07 → 2021-08-09
    Voya Investment Management Co. Llc
    New York, NY
    Atlanta, GA
  • 2015-01-12 → 2016-03-29
    Curian Capital, Llc
    Franklin, TN
    Denver, CO
  • 2013-09-23 → 2014-10-29
    Edward Jones
    Brentwood, TN
    Brentwood, TN
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-30
  • S66 Uniform Combined State Law Examination
    2019-08-30
Other Names
  • Phillip Matthew Glover

View on SEC IAPD

Other Firms

NEWEDGE ADVISORS
HWM WEALTH MANAGEMENT LLC
GALLAGHER FIDUCIARY ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
TIMBERLAND INVESTMENT RESOURCES, LLC
COMPASS WEALTH MANAGEMENT, LLC
LIDO

Other Investors

ISAAC RAY WHITMORE
JOSHUA MENTLE
JASON MICHAEL JANSEN
RICARDO GUTIERREZ
GEORGE R SUCHIT
BRENT WALKER
TYLER LEGAULT
JAKE DANIEL CUSSON

Other Offices

NEWEDGE ADVISORS · Atlanta, GA
HWM WEALTH MANAGEMENT LLC · ATLANTA, GA
GALLAGHER FIDUCIARY ADVISORS, LLC · Atlanta, GA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Atlanta, GA
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC · Atlanta, GA
TIMBERLAND INVESTMENT RESOURCES, LLC · ATLANTA, GA
COMPASS WEALTH MANAGEMENT, LLC · ATLANTA, GA
LIDO · Atlanta, GA

More in Dunwoody, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor