Philippe J. Voegtlen
STRATEGIC ADVISERS LLC | Assistant Branch Leader
GLEN COVE, NY
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CRD#: 6355227
Professional summary
Philippe Jacques Voegtlen, CFP®, who also goes by Philippe Jacques Voegtlen, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Glen Cove, New York and FIDELITY BROKERAGE SERVICES LLC located in New York, New York.
Philippe is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Philippe has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Biography
As an Assistant Branch Leader, I will lead consultants to help build a financial plan that is tailored to meet their client's needs. Together we will go through a process, leveraging strategies and Fidelity's expertise in the pursuit to build, protect or distribute wealth. The rear-view mirror is always clearer than the windshield and results without a supported process are pure luck. Expect candor, simplicity and quality from me as we build an extended relationship.
Question & Answer
What are your service offerings?
Estate Planning
Retirement Income Management
Insurance Planning
Socially Responsible Investing
Debt Management
Business Succession Planning
Social Security Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Tax Planning
Retirement Planning
Education Planning
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Philippe Jacques Voegtlen
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#: 60230 | Org Name:Walls Wharf | Org Addr:bayville, NY, US | Nature of Bus:Restaurant/Food and Beverage | Invst Rel:N | Title:Waiter/Bartender | Duties:Serving Food and Beverages. | Start Dt:04/29/2019 | Total Hrs p/m:32 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Philippe Jacques Voegtlen'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®
CFP®
Start date: 2017
Education
Seton Hall University
Bachelor of Science (BS) - Finance, Economics
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 320 Park Avenue 34th Floor, New York, NY 10022RIA
CRD#: 104555
GLEN COVE, NY
Current
June 19, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 320 Park Avenue, New York, NY 10022BD
CRD#: 7784
NEW YORK, NY
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NEW YORK, NY
Past
October 16, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ROSLYN, NY
Past
December 12, 2014 - May 22, 2015
MCADAM LLC
RIA
CRD#: 170914
JERSEY CITY, NJ
Past
October 28, 2014 - May 18, 2015
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Jersey City, 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
Arizona(10/18/2017)
RR
California(4/9/2020)
RR
Colorado(8/8/2020)
RR
Connecticut(4/23/2020)
RR
Delaware(3/4/2022)
RR
Florida(1/6/2017)
RR
Georgia(4/23/2020)
RR
Maryland(10/8/2021)
RR
Massachusetts(3/12/2021)
RR
Minnesota(10/8/2021)
RR
New Jersey(6/19/2015)
IAR
New Jersey(3/31/2025)
RR
New York(6/19/2015)
IAR
New York(3/31/2025)
RR
North Carolina(6/4/2021)
RR
Ohio(4/24/2020)
RR
Pennsylvania(6/23/2025)
RR
South Carolina(4/23/2020)
RR
Texas(4/23/2020)
IAR
Texas(3/31/2025)
RR
Utah(6/23/2025)
RR
Virginia(4/23/2020)
RR
Washington(1/7/2020)
Exams
State Security Law 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
Assistant Branch LeaderCRD#: 104555Glen Cove, NYTRUST BUT VERIFY
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Contact information
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