Jack Philbin
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jack Philbin is an investment adviser representative with Strategic Advisers LLC in Leominster, MA, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts, New Hampshire, and Texas.
Registrations & licenses
- Investment adviser:
- Massachusetts, New Hampshire, Texas
- Broker:
52 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Luccas American KitchenJul 2018 – Mar 2019Leominster, MA
- LIFE Solutions GroupAug 2024 – Dec 2024Danvers, MA
- Paisanos Pizza & SpiritsNov 2019 – Mar 2020Leominster, MA
- Pelham House ResortMay 2024 – Sep 2025Dennis Port, MA
- Rollstone BANK & TrustJun 2023 – Jan 2024Fitchburg, MA
- Leominster HIGH SchoolAug 2017 – Jul 2018Leominster, MA
- Leominster HIGH SchoolMar 2020 – Jun 2020Leominster, MA
- Leominster HIGH SchoolAug 2019 – Nov 2019Leominster, MA
- Leominster HIGH SchoolMar 2019 – Jun 2019Leominster, MA
- Dick's Sporting GoodsMar 2025 – May 2025Danvers, MA
- Brady Associates Asset ManagementDec 2022 – Jan 2023Greenfield, MA
- Leominster Recreation DepartmentJun 2019 – Aug 2019Leominster, MA
- Fidelity InvestmentsOct 2025 – no end date reportedMerrimack, NH
- Wyman's LiquorsJun 2020 – May 2025Leominster, MA
- Samoset Middle SchoolOct 2015 – Aug 2017Leominster, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jack Philbin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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