Philip D. Krebsbach
STRATEGIC ADVISERS LLC | Investment Consultant
SAN ANTONIO, TX
Some features on this profile are disabled
CRD#: 5942610
Professional summary
Philip David Krebsbach, who also goes by Philip David Krebsbach, Philip Krebsbach, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Antonio, Texas and FIDELITY BROKERAGE SERVICES LLC located in San Antonio, Texas.
Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Philip has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As an Investment Consultant, I work with clients to get a clear understanding of their financial situation and long-term goals. By utilizing Fidelity's trusted resources and planning tools, we can create a customized plan to help you take control of your financial future.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Philip David Krebsbach | Philip Krebsbach
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.
Nature of Business: Life Insurance Agent for USAA Life Insurance Company, an affiliate of the firm. Business Address: 9800 Fredericksburg Road, San Antonio, TX 78288 Title/Position: Life/Health agent Brief Description of Duties Performed: I am a licensed insurance agent of USAA Life Insurance Company (LifeCo), an affiliate of USAA Investment Services Company (ISCO), and perform duties for LifeCo which may include life insurance sales, annuity sales, and/or LifeCo management responsibilities in addition to my duties as a registered representative performed on behalf of ISCO.� Dates Employed: 02/09/2017 to current Amount of time you devote per week or per month: 38-40 hours per week� Work During Trading Hours: Yes Investment related: Yes Cash or non-cash compensation received: Yes
CRS (Client Relationship Summary) - RIA
Click below to view Philip David Krebsbach'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
Texas State University
Bachelor of Business Administration - Accounting
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 139 North Loop 1604 East Suite #103, San Antonio, TX 78232-1392RIA
CRD#: 104555
SAN ANTONIO, TX
Current
September 26, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 139 North Loop 1604 East, #103, San Antonio, TX 78232BD
CRD#: 7784
San Antonio, TX
Past
October 12, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAN ANTONIO, TX
Past
June 8, 2020 - September 14, 2022
USAA INVESTMENT SERVICES COMPANY
BD
CRD#: 5475
SAN ANTONIO, TX
Past
January 8, 2018 - September 14, 2022
USAA INVESTMENT SERVICES COMPANY
RIA
CRD#: 5475
SAN ANTONIO, TX
Past
February 10, 2017 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
SAN ANTONIO, TX
Past
February 10, 2017 - June 8, 2020
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
SAN ANTONIO, TX
Past
September 12, 2016 - January 25, 2017
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
SAN ANTONIO, TX
Past
February 3, 2012 - September 13, 2016
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
SAN ANTONIO, TX
Past
October 25, 2011 - September 13, 2016
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
SAN ANTONIO, TX
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
Colorado(5/2/2025)
RR
New York(11/13/2023)
RR
Texas(9/26/2022)
IAR
Texas(3/31/2025)
Exams
State Security Law 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Investment ConsultantCRD#: 104555San Antonio, TXTRUST BUT VERIFY
Monitor Philip Krebsbach
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
