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Phillip Edward Georgiou

Strategic Advisers LLC

Greenwood Village, CO

Evergreen, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Evergreen, CO • 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 Denver CO 10/2021 Present
Veterans United Home Loans Columbia MO 01/2021 07/2021
Willies Columbia MO 09/2017 03/2020
Columbia Missourian Columbia MO 09/2016 12/2016
University Of Missouri Columbia MO 08/2016 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → Present
    Fidelity Investments
    Denver, CO
  • 01/2021 → 07/2021
    Veterans United Home Loans
    Columbia, MO
  • 09/2017 → 03/2020
    Willies
    Columbia, MO
  • 09/2016 → 12/2016
    Columbia Missourian
    Columbia, MO
  • 08/2016 → 05/2021
    University Of Missouri
    Columbia, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Evergreen, CO
Other Businesses

OBA-67204|OrgNmn:Phillip Georgiou|Org Addr:Evergreen,Colorado,US|OBA Nature:I personally sell clothes on o|Invst Rel:N|Title:Seller|Duties:No duties or obligations other than listing clothing that I personally own on online platforms.|StrtDt:02-25-22|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-03
S63 Uniform Securities Agent State Law Examination 2022-06-07
  • S66 Uniform Combined State Law Examination
    2025-02-03
  • S63 Uniform Securities Agent State Law Examination
    2022-06-07
Other Names
  • Phillip Edward Georgiou
  • Phillip Georgiou

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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