Best Investors Account Sign in

Andrew Law Smith

Strategic Advisers LLC

Shrewsbury, MA

Upton, MA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

571 Boston Turnpike Suite 2, Shrewsbury, MA 01545-5977 • United States

Upton, MA • 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
Charles Schwab & Co., Inc. Boston MA 03/2007 08/2022
Schwab Private Client Investment Advisory, Inc. Boston MA 12/2013 08/2022
Fidelity Investments Shrewsbury MA 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2007 → 08/2022
    Charles Schwab & Co., Inc.
    Boston, MA
  • 12/2013 → 08/2022
    Schwab Private Client Investment Advisory, Inc.
    Boston, MA
  • 08/2022 → Present
    Fidelity Investments
    Shrewsbury, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-28
S63 Uniform Securities Agent State Law Examination 1998-01-22
  • S66 Uniform Combined State Law Examination
    2007-08-28
  • S63 Uniform Securities Agent State Law Examination
    1998-01-22
Designations
Other Names
  • Drew Smith

View on SEC IAPD

Other Firms

THE PATRIOT FINANCIAL GROUP, LLC
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
MONEY CONCEPTS CAPITAL CORP
EDWARD JONES
MAYFLOWER ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

ALISON WHEELER KENNEDY
JAMES F CALLAHAN
CHRISTIAN WILLIAM JEEVES
SAMANTHA MARIE MEDLEY
JOSHUA JEFFREY FOSTER
JOSEPH MICHAEL DELELLIS
FREDERIK OTTE
ROBERT ANDREW EARLY

Other Offices

THE PATRIOT FINANCIAL GROUP, LLC · SHREWSBURY, MA
KESTRA ADVISORY SERVICES, LLC · SHREWSBURY, MA
LPL FINANCIAL LLC · SHREWSBURY, MA
LPL FINANCIAL LLC · SHREWSBURY, MA
J.P. MORGAN SECURITIES LLC · Westborough, MA
MONEY CONCEPTS CAPITAL CORP · WORCESTER, MA
EDWARD JONES · NORTHBOROUGH, MA
MAYFLOWER ADVISORS · Westboro, MA

More in Shrewsbury, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor