Phillip Macdougall, financial advisor Edina MN
90 score

Phillip Macdougall

CRD Number: 5998667
Current Firm: Strategic Advisers, Inc.

Phillip Macdougall (CRD# 5998667) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Edina, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Edina, MN Jul 2013 - Current 3
Ameriprise Financial Services,inc. Minneapolis, MN Nov 2011 - May 2013 1
Bank Of America West Springfield, MA Nov 2010 - Nov 2011 1
Mri- The Boston Group Springfield, MA Sep 2009 - Oct 2010 1
Scheels All Sports Iowa City, IA Oct 2008 - Jul 2009 < 1
University Of Iowa Hopsital And Clinics Iowa City, IA Aug 2008 - Jul 2009 < 1
University Of Iowa Iowa City, IA Aug 2007 - May 2009 1
University Of Iowa Iowa City, IA Aug 2007 - May 2009 1
Hy-vee Grocers Mason City, IA Sep 2003 - Aug 2007 3
Niacc Mason City, IA Aug 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Phillip C. Macdougall
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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