Phillip W. Langston
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Phillip Wann Langston, CFP®, who also goes by Phil Langston, Phillip Wann Langston, Phillip Langston, was a registered financial professional .
Phillip is a previously registered financial professional and started their career in finance in 1993. Phillip had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9 and Series 8 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 31, 2025 - July 13, 2026
STRATEGIC ADVISERS LLC
June 20, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
June 7, 2023 - July 13, 2026
FIDELITY BROKERAGE SERVICES LLC
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
Exams
Series 8
Date: 6/4/1998
General Securities Sales Supervisor Examination (Options Module & General Module)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
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.
