# PHILLIP ALLEN O'BRIEN

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2019-04-25 | 2025-03-31 | — |
| [SANTANDER SECURITIES LLC](https://search.stillhousedata.com/firm/41791) | 2018-03-07 | 2019-02-04 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2014-07-15 | 2018-02-20 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2011-08-12 | 2014-07-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5572302)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5572302.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.