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RIA / WealthAdvisor11 years in industry

PHILLIP A. SANCHEZ

Advisor at HECK CAPITAL ADVISORS, LLC

Scottsdale, AZ | RHINELANDER, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d1aae39c-6cf8-d69d-73ae-9185b38fbff1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 26, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HECK CAPITAL ADVISORS, LLC
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S66|S63
First exam: May 15, 2015
First registration: May 26, 2016
Dual registered: no
Other names: PHILLIP ALLEN SANCHEZ
IAPD individual key: 6425878

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HECK CAPITAL ADVISORS, LLC	Other adviser	Apr 3, 2026	n/a	yes	Scottsdale, AZ\|RHINELANDER, WI	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Mar 19, 2026	no	PHOENIX, AZ\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jan 28, 2021	Mar 31, 2025	no	SALT LAKE CITY, UT	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	May 26, 2016	Dec 9, 2020	no	Phoenix, AZ\|Phoenix, AZ\|Phoenix, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	HECK CAPITAL ADVISORS, LLC	Mar 19, 2026	Apr 3, 2026	15	Firm change	Other
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
CHARLES SCHWAB & CO., INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Dec 9, 2020	Jan 28, 2021	50	Firm change	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
5393:288590:AZ:2020-11-26	Dec 9, 2020	Jan 28, 2021	PHOENIX, AZ	Firm change

Relationships

Registered with (4)

→ HECK CAPITAL ADVISORS, LLCRegistered adviserregistration: current employment
Apr 3, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Mar 19, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jan 28, 2021 to Mar 31, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 26, 2016 to Dec 9, 2020factForm ADV

Dated events

Occurred
Mar 19, 2026
Advisor changed firm
Phillip A. Sanchez left Strategic Advisers Llc for Heck Capital Advisors, Llc (registered 2026-04-03)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d1aae39c-6cf8-d69d-73ae-9185b38fbff1
First observed: May 26, 2016
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PHILLIP A. SANCHEZ

Advisor at HECK CAPITAL ADVISORS, LLC

Scottsdale, AZ | RHINELANDER, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d1aae39c-6cf8-d69d-73ae-9185b38fbff1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:05 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

HECK CAPITAL ADVISORS, LLC

Other adviser

Apr 3, 2026

n/a

yes

Scottsdale, AZ|RHINELANDER, WI

Current employment

STRATEGIC ADVISERS LLC

National bd RIA

Mar 31, 2025

Mar 19, 2026

PHOENIX, AZ|BOSTON, MA

Previous registration

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Former SEC adviser

Jan 28, 2021

Mar 31, 2025

SALT LAKE CITY, UT

Previous registration

CHARLES SCHWAB & CO., INC.

National bd RIA

May 26, 2016

Dec 9, 2020

Phoenix, AZ|Phoenix, AZ|Phoenix, AZ

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

STRATEGIC ADVISERS LLC

HECK CAPITAL ADVISORS, LLC

Mar 19, 2026

Apr 3, 2026

Firm change

Other

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

Mar 31, 2025

Bulk transfer

Ibd to ibd

CHARLES SCHWAB & CO., INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Dec 9, 2020

Jan 28, 2021

Firm change

Ibd to ibd

Team

Left

Joined

From

Kind

5393:288590:AZ:2020-11-26

Dec 9, 2020

Jan 28, 2021

PHOENIX, AZ

Firm change