Brody Phillips

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 05/2017
  Corsicana High School
  Corsicana, TX
• 08/2017 → 12/2017
  Concordia University Texas
  Austin, TX
• 01/2018 → 07/2018
  Navarro College
  Corsicana, TX
• 01/2018 → 03/2018
  Navarro County Abstract
  Corsicana, TX
• 03/2018 → 08/2018
  Corsicana Country Club
  Corsicana, TX
• 08/2018 → 05/2020
  Texas Tech University
  Lubbock, TX
• 05/2019 → 08/2019
  City Of Corsicana
  Corsicana, TX
• 09/2019 → 03/2020
  Rent-A-Center
  Lubbock, TX
• 05/2020 → 11/2021
  Miramont Country Club
  Bryan, TX
• 11/2021 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-03-08
• S63 Uniform Securities Agent State Law Examination
  2022-03-18

Other Names

• Brody Brian Phillips