Philip Michael Amesoeder
Investment adviser representative at Strategic Advisers LLC
5 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
5 years in the industry.
- Strategic Advisers LLCApr 2026 to now
- Fidelity InvestmentsSep 2021 to now
- UnemployedMay 2021 to Sep 2021
- University of New HampshireFeb 2021 to May 2021
- Eastern BankDec 2020 to Feb 2021
- University of New HampshireAug 2020 to Dec 2020
- Eastern BankMay 2020 to Aug 2020
- University of New HampshireFeb 2020 to May 2020
- Eastern BankDec 2019 to Feb 2020
- University of New HampshireAug 2019 to Dec 2019
- Eastern BankMay 2019 to Aug 2019
- University of New HampshireAug 2018 to May 2019
- Town of AndoverMay 2018 to Aug 2018
- University of New HampshireAug 2017 to May 2018
- Town of AndoverMay 2017 to Aug 2017
- Andover High SchoolJul 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7449119
- Firm CRD
- 104555