Phillip W. Langston
Professional summary
Phillip Wann Langston, CFP®, who also goes by Phil Langston, Phillip Wann Langston, Phillip Langston, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Huntington Beach, California and FIDELITY BROKERAGE SERVICES LLC located in Woodland Hills, California.
Phillip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Phillip has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Phillip Wann Langston's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215June 7, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 6363 Topanga Canyon Boulevard, Woodland Hills, CA 91367-2215June 20, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
April 13, 2022 - April 3, 2023
POLARIS WEALTH ADVISORY GROUP
March 30, 2021 - March 14, 2022
ROBINHOOD FINANCIAL, LLC
February 4, 2008 - December 31, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
February 4, 2008 - January 11, 2021
TD AMERITRADE, INC.
January 28, 2008 - January 11, 2021
TD AMERITRADE, INC.
March 21, 2000 - February 20, 2008
STRATEGIC ADVISERS LLC
August 3, 1993 - January 23, 2008
FIDELITY BROKERAGE SERVICES LLC
May 14, 1993 - May 24, 1993
CHELSEA STREET SECURITIES, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/7/2023)
(3/31/2025)
(6/8/2023)
(6/8/2023)
(3/31/2025)
(6/8/2023)
Exams
Series 8
Date: 6/4/1998
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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
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