PD
Philip A. Dachenhausen
STRATEGIC ADVISERS LLC
DRAPER, UT
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CRD#: 1947539
PD
Professional summary
Philip Alan Dachenhausen, CFP®, who also goes by Phil Alan Dachenhausen, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Draper, Utah and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Texas.
Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Philip has worked at 10 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 53, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Phil Alan Dachenhausen
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Philip Alan Dachenhausen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DRAPER, UT
Current
December 20, 2006 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: One Destiny Way, Westlake, TX 76262BD
CRD#: 7784
Westlake, TX
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAN DIEGO, CA
Past
January 4, 2007 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SALT LAKE CITY, UT
Past
February 15, 2005 - December 15, 2006
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
MIDVALE, UT
Past
September 29, 2004 - December 15, 2006
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
MIDVALE, UT
Past
August 2, 2000 - October 8, 2002
HARRISDIRECT LLC
BD
CRD#: 42159
JERSEY CITY, NJ
Past
July 16, 1996 - May 3, 2000
MORGAN STANLEY DEAN WITTER ONLINE INC.
BD
CRD#: 34925
SAN FRANCISCO, CA
Past
January 18, 1993 - June 17, 1996
ACUMENT SECURITIES, INC.
BD
CRD#: 7661
SAN FRANCISCO, CA
Past
April 20, 1992 - December 18, 1992
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
BD
CRD#: 332
SAN MATEO, CA
Past
September 9, 1991 - September 24, 1991
PHILIP GRANT MCMICHAEL & COMPANY
BD
CRD#: 19690
Past
July 29, 1991 - August 28, 1991
INTERFIRST CAPITAL CORPORATION
BD
CRD#: 7659
LOS ANGELES, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(12/20/2006)
RR
Alaska(12/20/2006)
RR
Arizona(12/20/2006)
RR
Arkansas(12/20/2006)
RR
California(12/20/2006)
RR
Colorado(12/20/2006)
RR
Connecticut(12/20/2006)
RR
Delaware(12/20/2006)
RR
District of Columbia(12/20/2006)
RR
Florida(12/20/2006)
RR
Georgia(12/20/2006)
RR
Hawaii(12/20/2006)
RR
Idaho(12/20/2006)
RR
Illinois(12/20/2006)
RR
Indiana(12/20/2006)
RR
Iowa(12/20/2006)
RR
Kansas(12/20/2006)
RR
Kentucky(12/20/2006)
RR
Louisiana(12/20/2006)
RR
Maine(12/20/2006)
RR
Maryland(12/20/2006)
RR
Massachusetts(12/20/2006)
RR
Michigan(12/20/2006)
RR
Minnesota(12/20/2006)
RR
Mississippi(12/20/2006)
RR
Missouri(12/20/2006)
RR
Montana(12/20/2006)
RR
Nebraska(12/20/2006)
RR
Nevada(12/20/2006)
RR
New Hampshire(12/20/2006)
RR
New Jersey(12/20/2006)
RR
New Mexico(12/20/2006)
RR
New York(12/20/2006)
RR
North Carolina(1/3/2007)
RR
North Dakota(12/20/2006)
RR
Ohio(1/3/2007)
RR
Oklahoma(12/20/2006)
RR
Oregon(12/20/2006)
RR
Pennsylvania(12/20/2006)
RR
Puerto Rico(12/20/2006)
RR
Rhode Island(12/20/2006)
RR
South Carolina(12/20/2006)
RR
South Dakota(12/20/2006)
RR
Tennessee(12/20/2006)
RR
Texas(12/20/2006)
IAR
Texas(3/31/2025)
RR
Utah(12/20/2006)
IAR
Utah(3/31/2025)
RR
Vermont(12/20/2006)
RR
Virgin Islands(1/2/2009)
RR
Virginia(12/20/2006)
RR
Washington(12/20/2006)
RR
West Virginia(12/20/2006)
RR
Wisconsin(12/20/2006)
RR
Wyoming(12/20/2006)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
