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STEVEN PHILIP HART
CRD#: 3014465
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 139 NORTH LOOP 1604 EAST, #103
SAN ANTONIO, TX 78232
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 139 NORTH LOOP 1604 EAST, #103
SAN ANTONIO, TX 78232
Registration History
199820002002200420062008201020122014201620182020202220242026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)1998 - Present (26 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2001 - 2018 (17 years)IAFIDELITY PERSONAL TRUST COMPAN... (CRD# 109516)2005 - 2007 (1 year)
License(s)

State Registrations

B
Arizona 1/3/2020

B
New Jersey 1/4/2025

B
Arkansas 1/2/2015

B
New Mexico 1/2/2015

B
California 12/2/2015

B
New York 1/17/2024

B
Colorado 11/4/2003

B
North Carolina 3/4/2022

B
District of Columbia 1/16/2020

B
Oklahoma 10/3/2014

B
Florida 1/3/2020

B
Pennsylvania 5/15/2017

B
Georgia 7/19/2024

B
South Carolina 9/12/2023

B
Hawaii 2/24/2023

B
South Dakota 6/11/2019

B
Indiana 2/15/2017

B
Texas 4/23/1998

B
Kentucky 3/25/2023

IA
Texas 7/13/2018

B
Louisiana 11/5/2003

B
Vermont 2/27/2023

B
Maryland 1/2/2015

B
Virginia 12/21/2015

B
Massachusetts 3/4/2022

B
Washington 1/14/2019

B
New Hampshire 12/12/2023

B
Wisconsin 5/16/2024

SRO Registrations

B
FINRA

B
New York Stock Exchange

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
139 NORTH LOOP 1604 EAST, #103, SAN ANTONIO, TX 78232
SAN ANTONIO, TX
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
139 NORTH LOOP 1604 EAST, #103, SAN ANTONIO, TX 78232
SAN ANTONIO, TX
Registered with this firm since 4/9/1998

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
03/06/2001 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) SAN ANTONIO, TX
IA
04/27/2005 - 03/28/2007 FIDELITY PERSONAL TRUST COMPANY, FSB (CRD#:109516) WESTLAKE, TX
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.