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Scott William Dolphin

Strategic Advisers LLC

Beaverton, OR

Gresham, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-04-14
  • OR RA
    APPROVED
    Since 2025-04-14

Branch Locations

2785 Sw Cedar Hills Blvd, Beaverton, OR 97005-1344 • United States

Gresham, OR • 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
Safeway Gresham OR 03/2016 11/2024
Fidelity Investments Beaverton OR 10/2024 Present
Northwestern Mutual Investment Services Llc Portland OR 06/2024 08/2024
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2024 08/2024
  • 03/2016 → 11/2024
    Safeway
    Gresham, OR
  • 10/2024 → Present
    Fidelity Investments
    Beaverton, OR
  • 06/2024 → 08/2024
    Northwestern Mutual Investment Services Llc
    Portland, OR
  • 06/2024 → 08/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
Other Businesses

OBA-113885|OrgNmn:Safeway|Org Addr:Gresham ,Oregon,US|OBA Nature:Grocery Chain |Invst Rel:N|Title:Employee|Duties:Customer Service |StrtDt:03-31-16|TotHrs/mon:50|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-01
  • S66 Uniform Combined State Law Examination
    2025-02-01
Other Names
  • Scott Dolphin
  • Scott William Dolphin

View on SEC IAPD

Other Firms

MAIN AVENUE FINANCIAL SERVICES, LLC
ELDON REESE ADVISORY GROUP
CONLEY, WILLIAM J.
SCOUT ASSET MANAGEMENT
OPTIMUM CAPITAL STRATEGIES
TRANSAMERICA FINANCIAL ADVISORS, LLC
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.

Other Investors

ANDREW DIBBRILL JAMISON
JEFFREY ADOLPH BLOCH
DUANE ELDON BOLINGER
Spencer Gary Dickinson
BLAINE EVANS BURNETT
WILLIAM JOSEPH CONLEY
Tyler Spencer Hilligoss
GUERLLAMO MARK JIMENEZ

Other Offices

MAIN AVENUE FINANCIAL SERVICES, LLC · BEAVERTON, OR
ELDON REESE ADVISORY GROUP · BEAVERTON, OR
CONLEY, WILLIAM J. · BEAVERTON, OR
SCOUT ASSET MANAGEMENT · BEAVERTON, OR
OPTIMUM CAPITAL STRATEGIES · BEAVERTON, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · BEAVERTON, OR
EAGLE STRATEGIES LLC · BEAVERTON, OR
OSAIC WEALTH, INC. · BEAVERTON, OR

More in Beaverton, OR

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