John M. Phaneuf
STRATEGIC ADVISERS LLC | Investment Consultant
ORLANDO, FL
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CRD#: 6519346
Professional summary
John M. Phaneuf, who also goes by John M Phaneuf, John Phaneuf, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Orlando, Florida and FIDELITY BROKERAGE SERVICES LLC located in Winter Park, Florida.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. John has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As an Investment Consultant, I strive to build lifetime relationships between clients and Fidelity. Through investment guidance and goal implementation I work to create a unique planning experience and uncover opportunities to deepen client engagement. .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John M Phaneuf | John Phaneuf
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 John M. Phaneuf'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
University of Colorado
Bachelor of Business Administration - Finance
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 175 East Altamonte Dr Ste 1000, Altamonte Springs, FL 32701Office #3: 900 North Orlando Ave, Winter Park, FL 32789-2924RIA
CRD#: 104555
ORLANDO, FL
Current
March 28, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 North Orlando Ave, Winter Park, FL 32789-2924BD
CRD#: 7784
WINTER PARK, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ALTAMONTE SPRINGS, FL
Past
May 25, 2018 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GREENWOOD VILLAGE, CO
Past
June 15, 2016 - March 13, 2017
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
COLORADO SPRINGS, CO
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
Arkansas(7/19/2024)
RR
California(7/21/2023)
RR
Colorado(1/6/2023)
RR
Florida(6/7/2017)
IAR
Florida(3/31/2025)
RR
Georgia(6/7/2017)
RR
New Mexico(11/29/2023)
RR
North Carolina(3/1/2024)
RR
Oklahoma(3/5/2025)
RR
Pennsylvania(3/1/2024)
RR
South Carolina(8/28/2025)
RR
Tennessee(3/1/2024)
RR
Texas(6/7/2017)
IAR
Texas(3/31/2025)
RR
Washington(9/15/2025)
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.
