Oscar Burnell Phillips
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCJun 2026 to now
- Fidelity InvestmentsJan 2026 to now
- California Wealth AdvisorsOct 2024 to Jan 2026
- UnemployedMay 2024 to Oct 2024
- Trinity College DublinSep 2023 to May 2024
- Mullen & Henzell LLPMay 2023 to Sep 2023
- Trinity College DublinSep 2022 to May 2023
- Obon Sushi & GrillMay 2022 to Sep 2022
- Trinity College DublinSep 2021 to May 2022
- Rsvpsb WeddingsMay 2021 to Sep 2021
- Trinity College DublinSep 2020 to May 2021
- UnemployedJun 2020 to Sep 2020
- Dos Pueblos Senior High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7995446
- Firm CRD
- 104555