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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

Arvada, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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 Greenwood Village CO 04/2023 Present
Huntington National Bank Arvada CO 06/2022 04/2023
N/A Arvada CO 01/2022 06/2022
Wells Fargo Bank Boulder CO 08/1998 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 04/2023 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 06/2022 → 04/2023
    Huntington National Bank
    Arvada, CO
  • 01/2022 → 06/2022
    N/A
    Arvada, CO
  • 08/1998 → 12/2021
    Wells Fargo Bank
    Boulder, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-117196|OrgNmn:Summit Storm Hoops|Org Addr:Arvada,Colorado,US|OBA Nature:Youth Basketball Club that wil|Invst Rel:N|Title:Coach |Duties:I will be coaching youth basketball teams for my son and 2 daughters|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-27
  • S66 Uniform Combined State Law Examination
    2023-07-27
Other Names
  • Philip George Andrews
  • Philip Andrews

View on SEC IAPD

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