Philip A. Watson
STRATEGIC ADVISERS LLC | VP, Financial Consultant
BRUNSWICK, GA
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CRD#: 2660258
Professional summary
Philip A Watson, who also goes by Philip Alan Watson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Brunswick, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.
Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Philip has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As a member of Fidelity Investment's VP, Financial Consultant group, I bring over 27 years of financial planning and guidance experience to you and your family. My supporting team and I are committed to delivering an inclusive planning experience, a comfortable relationship driven outcome and exceptional service follow-through. We are confident the experiences and passion we have for financial planning will help walk you toward your financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Philip Alan Watson
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 A Watson'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®
NoneEducation
The Citadel, The Military College of South Carolina
Bachelor of Arts (BA) - Business Administration
1991
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246RIA
CRD#: 104555
BRUNSWICK, GA
Current
December 12, 2007 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246BD
CRD#: 7784
Jacksonville, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
JACKSONVILLE, FL
Past
December 18, 2007 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
JACKSONVILLE, FL
Past
April 21, 2003 - November 9, 2007
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MARLBORO, MA
Past
August 23, 2000 - November 9, 2007
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
WESTLAKE, TX
Past
December 23, 1998 - June 2, 2000
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
ATLANTA, GA
Past
April 1, 1998 - December 11, 1998
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
Past
January 20, 1997 - April 1, 1998
BARNETT INVESTMENTS, INC.
BD
CRD#: 14897
JACKSONVILLE, FL
Past
October 23, 1995 - February 7, 1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
October 23, 1995 - February 7, 1997
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
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(12/12/2007)
RR
Alaska(12/12/2007)
RR
Arizona(12/12/2007)
RR
Arkansas(12/12/2007)
RR
California(12/12/2007)
RR
Colorado(12/12/2007)
RR
Connecticut(12/12/2007)
RR
Delaware(12/12/2007)
RR
District of Columbia(12/12/2007)
RR
Florida(12/12/2007)
IAR
Florida(3/31/2025)
RR
Georgia(12/12/2007)
IAR
Georgia(3/31/2025)
RR
Hawaii(12/12/2007)
RR
Idaho(12/12/2007)
RR
Illinois(12/12/2007)
RR
Indiana(12/12/2007)
RR
Iowa(12/12/2007)
RR
Kansas(12/12/2007)
RR
Kentucky(12/12/2007)
RR
Louisiana(12/12/2007)
RR
Maine(12/12/2007)
RR
Maryland(12/12/2007)
RR
Massachusetts(12/12/2007)
RR
Michigan(12/12/2007)
RR
Minnesota(12/12/2007)
RR
Mississippi(12/12/2007)
RR
Missouri(12/12/2007)
RR
Montana(12/12/2007)
RR
Nebraska(12/12/2007)
RR
Nevada(12/12/2007)
RR
New Hampshire(12/12/2007)
RR
New Jersey(12/12/2007)
RR
New Mexico(12/12/2007)
RR
New York(12/12/2007)
RR
North Carolina(12/12/2007)
RR
North Dakota(12/12/2007)
RR
Ohio(12/14/2007)
RR
Oklahoma(12/12/2007)
RR
Oregon(12/12/2007)
RR
Pennsylvania(12/12/2007)
RR
Puerto Rico(12/12/2007)
RR
Rhode Island(12/12/2007)
RR
South Carolina(12/12/2007)
RR
South Dakota(12/12/2007)
RR
Tennessee(12/12/2007)
RR
Texas(12/12/2007)
IAR
Texas(3/31/2025)
RR
Utah(12/12/2007)
RR
Vermont(12/12/2007)
RR
Virgin Islands(1/4/2019)
RR
Virginia(12/12/2007)
RR
Washington(12/12/2007)
RR
West Virginia(12/12/2007)
RR
Wisconsin(12/12/2007)
RR
Wyoming(12/12/2007)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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.
Company Information
STRATEGIC ADVISERS LLC
VP, Financial ConsultantCRD#: 104555Brunswick, GATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
