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Barbara A. Phethean

Strategic Advisers LLC

St Petersburg, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

St Petersburg, FL • 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
Rbc Capital Markets, Llc St. Petersburg FL 11/2018 05/2020
Axa Advisors New York NY 05/2020 06/2020
Rbc Wealth Tampa FL 02/2016 11/2018
Equitable Advisors, Llc New York NY 05/2020 07/2020
Fidelity Investments Tampa FL 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2018 → 05/2020
    Rbc Capital Markets, Llc
    St. Petersburg, FL
  • 05/2020 → 06/2020
    Axa Advisors
    New York, NY
  • 02/2016 → 11/2018
    Rbc Wealth
    Tampa, FL
  • 05/2020 → 07/2020
    Equitable Advisors, Llc
    New York, NY
  • 07/2020 → Present
    Fidelity Investments
    Tampa, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-10
S63 Uniform Securities Agent State Law Examination 1987-08-27
  • S66 Uniform Combined State Law Examination
    2016-10-10
  • S63 Uniform Securities Agent State Law Examination
    1987-08-27
Other Names
  • Barbara Ann Herranz
  • Barbara Ann Phethean

View on SEC IAPD

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