Philip Kolb
Investment adviser representative at Strategic Advisers LLC
21 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
21 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2023 to now
- Texas RoadhouseJun 2022 to Aug 2022
- Tulsa Community CollegeJun 2022 to Jul 2022
- Waterfront GrillJun 2021 to Aug 2021
- Colangelo College of BusinessMar 2021 to Apr 2023
- Camp OzarkJun 2020 to Aug 2020
- Women Construction Owners and ExecutivesMar 2020 to Dec 2020
- Grand Canyon UniversityJan 2020 to May 2023
- United Parcel ServiceDec 2019 to Jan 2020
- Missouri State UniversityAug 2019 to Dec 2019
- Panera BreadNov 2018 to Jul 2019
- Christian Youth TheaterJun 2018 to Jul 2019
- HyveeOct 2016 to Oct 2018
- Heritage Christian AcademyAug 2005 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7750746
- Firm CRD
- 104555