Phil Nuttall has a diverse work experience in the financial sector. Phil currently serves as the Chief Operating Officer at Stratos Wealth Partners since August 2023. Prior to that, they had a role as the SVP - Enterprise Alliances at LPL Financial from December 2021 to August 2023. From November 2019 to December 2021, they held the position of Head of Advice & Financial Planning at Capital One.
Before that, Phil had a long tenure at HSBC where they held various roles. From July 2016 to November 2019, they served as a Senior Vice President, Wealth Sales Manager. Prior to that, from September 2015 to July 2016, they were a Vice President, Premier Wealth Coach. From January 2015 to September 2015, they held the position of Vice President, Branch Manager. Phil also had a previous tenure as a Vice President, Branch Manager at HSBC from November 2012 to January 2015.
In addition, Phil worked at Citi as a Citigold Relationship Manager from April 2012 to November 2012. Before that, they held the role of Premier Relationship Manager at HSBC from March 2010 to April 2012.
Phil started their career at HSBC in July 2008, where they held multiple roles before becoming a Premier Relationship Manager from July 2008 to March 2010.
Phil Nuttall holds a Bachelor of Arts (BA) degree in International Relations and International History from Keele University. Phil also has a Bachelor of Science (BS) degree in Financial Markets and Management from The University of Manchester. Additionally, they have obtained several certifications including Certified Financial Planner (CFP) from CFP Board, and Series 10, Series 63, Series 65, Series 7, and Series 9 from FINRA.
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