PHILLIP ALLEN O'BRIEN is an investment adviser representative (IAR) with state registration records since 2011, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2019-04-25 | 2025-03-31 | — |
| SANTANDER SECURITIES LLC | 2018-03-07 | 2019-02-04 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014-07-15 | 2018-02-20 | — |
| STRATEGIC ADVISERS LLC | 2011-08-12 | 2014-07-01 | — |