Philip L. Hofmeister
STRATEGIC ADVISERS LLC | Wealth Planner
FAIRPORT, NY
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CRD#: 3037124
Professional summary
Philip Loren Hofmeister, CFP®, who also goes by Philip Loren Hofmeister, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Fairport, New York and FIDELITY BROKERAGE SERVICES LLC located in Rochester, New York.
Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Philip has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Biography
I have helped guide clients with their investment decisions through a collaborative planning process for over 2 decades. Together we can create a thorough, well thought-out financial plan that aims to meet your specific needs and goals focusing on what brings you personal fulfillment.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Philip Loren Hofmeister
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 Loren Hofmeister'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®
Education
Mercyhurst University
Sciences - Physics
Utica College
Bachelor of Science (BS) - Business Administration
1993
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2780 Monroe Ave Suite 201, Rochester, NY 14618RIA
CRD#: 104555
FAIRPORT, NY
Current
April 2, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2780 Monroe Ave Suite 201, Rochester, NY 14618BD
CRD#: 7784
Rochester, NY
Past
April 26, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ROCHESTER, NY
Past
April 29, 2015 - April 8, 2021
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Pittsford, NY
Past
April 28, 2015 - April 8, 2021
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Pittsford, NY
Past
July 20, 2005 - April 14, 2015
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ROCHESTER, NY
Past
August 27, 1998 - April 13, 2015
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
ROCHESTER, NY
Past
April 27, 1998 - August 19, 1998
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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(12/7/2023)
RR
Alaska(12/7/2023)
RR
Arizona(4/2/2021)
RR
Arkansas(12/7/2023)
RR
California(12/7/2023)
RR
Colorado(12/7/2023)
RR
Connecticut(12/7/2023)
RR
Delaware(12/7/2023)
RR
District of Columbia(10/8/2021)
RR
Florida(4/2/2021)
RR
Georgia(12/7/2023)
RR
Hawaii(12/7/2023)
RR
Idaho(12/7/2023)
RR
Illinois(12/7/2023)
RR
Indiana(12/7/2023)
RR
Iowa(12/7/2023)
RR
Kansas(12/7/2023)
RR
Kentucky(12/7/2023)
RR
Louisiana(12/7/2023)
RR
Maine(12/7/2023)
RR
Maryland(12/7/2023)
RR
Massachusetts(1/7/2022)
RR
Michigan(5/16/2023)
RR
Minnesota(12/7/2023)
RR
Mississippi(12/7/2023)
RR
Missouri(12/7/2023)
RR
Montana(12/7/2023)
RR
Nebraska(12/7/2023)
RR
Nevada(12/7/2023)
RR
New Hampshire(12/7/2023)
RR
New Jersey(12/7/2023)
RR
New Mexico(12/7/2023)
RR
New York(4/2/2021)
IAR
New York(3/31/2025)
RR
North Carolina(8/13/2021)
RR
North Dakota(12/7/2023)
RR
Ohio(12/8/2023)
RR
Oklahoma(12/7/2023)
RR
Oregon(12/7/2023)
RR
Pennsylvania(4/2/2021)
RR
Puerto Rico(12/7/2023)
RR
Rhode Island(12/7/2023)
RR
South Carolina(7/8/2022)
RR
South Dakota(12/7/2023)
RR
Tennessee(12/7/2023)
RR
Texas(12/7/2023)
IAR
Texas(3/31/2025)
RR
Utah(12/7/2023)
RR
Vermont(3/4/2022)
RR
Virgin Islands(12/7/2023)
RR
Virginia(12/7/2023)
RR
Washington(12/7/2023)
RR
West Virginia(12/7/2023)
RR
Wisconsin(12/7/2023)
RR
Wyoming(12/7/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Wealth PlannerCRD#: 104555Fairport, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
