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Philip Daniel Schambach

Strategic Advisers LLC

Covington, KY

Independence, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-07-10
TX RA APPROVED 2026-07-10
  • KY RA
    APPROVED
    Since 2026-07-10
  • TX RA
    APPROVED
    Since 2026-07-10

Branch Locations

100 Crosby Pkwy, Covington, KY 41015-4325 • United States

Independence, KY • 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 Covington KY 09/2021 Present
Trophy Awards Manufacturing Inc. Wilder KY 05/2010 09/2021
  • 09/2021 → Present
    Fidelity Investments
    Covington, KY
  • 05/2010 → 09/2021
    Trophy Awards Manufacturing Inc.
    Wilder, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-01
S63 Uniform Securities Agent State Law Examination 2022-02-04
  • S66 Uniform Combined State Law Examination
    2026-07-01
  • S63 Uniform Securities Agent State Law Examination
    2022-02-04
Other Names
  • Phil Schambach

View on SEC IAPD

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