Phillip R. Deboalt
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
NEWBURY PARK, CA
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CRD#: 4407474
Professional summary
Phillip Robert Deboalt, who also goes by Phillip Robert Deboalt, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Newbury Park, 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 2004. Phillip has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
By having an in depth discussion about your personal and financial goals I build long term relationships with my clients. Working with Fidelity allows you the comfort of a trusted company while having a personal connection at our company. I work here because the manner in which we interact with clients and how that allows me to always have your interests first.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Phillip Robert Deboalt
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.
OAA#: 29513 | ORG NAME:CREATESPACE/AMAZON | ORG ADDR:SEATTLE, WA, US | NATURE OF BUS:SELLING PRODUCTS ONLINE | INVST REL:N | TITLE:OUTSIDE CONTRIBUTOR | DUTIES:I WROTE A CHILDREN'S BOOK AND SELL IT THROUGH AMAZON | START DT:05/01/2014 | TOTAL HRS P/M:4 | SEC TRDNG HRS P/M:0
CRS (Client Relationship Summary) - RIA
Click below to view Phillip Robert Deboalt'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
Fort Lewis College
Bachelor of Arts (BA) - Business
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215RIA
CRD#: 104555
NEWBURY PARK, CA
Current
July 11, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 6363 Topanga Canyon Boulevard, Woodland Hills, CA 91367-2215BD
CRD#: 7784
Woodland Hills, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WOODLAND HILLS, CA
Past
July 18, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WOODLAND HILLS, CA
Past
June 4, 2012 - June 26, 2014
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
SALT LAKE CITY, UT
Past
May 22, 2012 - June 26, 2014
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
SALT LAKE CITY, UT
Past
July 13, 2004 - August 29, 2005
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
Past
February 2, 2004 - June 30, 2004
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
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
Arizona(1/9/2017)
RR
California(7/11/2014)
IAR
California(3/31/2025)
RR
Colorado(10/8/2021)
RR
Florida(11/22/2017)
RR
Idaho(9/29/2023)
RR
Kansas(7/11/2022)
RR
Maryland(9/18/2020)
RR
Massachusetts(9/29/2023)
RR
Montana(5/9/2017)
RR
Nevada(1/4/2019)
RR
North Carolina(8/8/2020)
RR
Oklahoma(7/8/2022)
RR
South Dakota(3/4/2022)
RR
Texas(11/22/2017)
IAR
Texas(3/31/2025)
RR
Utah(1/5/2024)
RR
Virginia(4/9/2021)
RR
Washington(10/12/2018)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Newbury Park, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
