Lucille Mae Phillips
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsDec 2023 to now
- N/aOct 2023 to Dec 2023
- The Prudential Insurance Company of AmericaJul 2023 to Oct 2023
- Pruco Securities LLCJan 2023 to Jul 2023
- University of Alabama Writing CenterAug 2022 to Dec 2022
- University of AlabamaAug 2021 to Dec 2022
- Edgar's BakeryAug 2021 to May 2022
- GemelleMay 2021 to Jul 2021
- University of AlabamaAug 2020 to May 2021
- Elevate CreditMay 2020 to Aug 2020
- University of AlabamaAug 2019 to May 2020
- N/aMay 2019 to Aug 2019
- Southwest Christian School Middle School and High SchoolAug 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7715606
- Firm CRD
- 104555