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Andrew G Almy

Strategic Advisers LLC

Plano, TX

Irving, TX

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Plano, TX • United States

6731 N Macarthur Blvd Ste 100, Irving, TX 75039-2403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Irving TX 10/1994 Present
Fidelity Brokerage Services, Inc. Dallas TX 10/1994 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/1994 → Present
    Fidelity Investments
    Irving, TX
  • 10/1994 → Present
    Fidelity Brokerage Services, Inc.
    Dallas, TX
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Plano, TX
    Irving, TX
  • 2000-07-27 → 2018-07-13
    Strategic Advisers Llc
    Irving, TX
    Westlake, TX
    Irving, TX
  • 2005-04-26 → 2007-03-28
    Fidelity Personal Trust Company, Fsb
    West Lake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-06-29
S63 Uniform Securities Agent State Law Examination 1996-08-08
  • S66 Uniform Combined State Law Examination
    2000-06-29
  • S63 Uniform Securities Agent State Law Examination
    1996-08-08
Other Names
  • Andrew George Almy

View on SEC IAPD

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