Andrew Byers

Strategic Advisers LLC

Upper Black Eddy, PA

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

PA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

1520 Main St Ste 201, Warrington, PA 18976-3406 • United States

Upper Black Eddy, PA • 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

Organization	City	State	From	To
Regentatlantic	Morristown	NJ	03/2016	09/2016
Unemployed	Upper Black Eddy	PA	10/2016	02/2017
Fidelity Personal And Workplace Advisors	Boston	MA	03/2017	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2016 → 09/2016

Regentatlantic

Morristown, NJ
10/2016 → 02/2017

Unemployed

Upper Black Eddy, PA
03/2017 → 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

Warrington, PA

Upper Black Eddy, PA
2017-05-01 → 2018-07-13

Strategic Advisers Llc

Warrington, PA
2016-03-30 → 2016-10-20

Regentatlantic

Morristown, NJ
2015-02-13 → 2016-01-26

Hennion & Walsh Asset Management, Inc.

Parsippany, NJ
2011-02-14 → 2012-05-08

Prestige Wealth Management Group, Llc

Flemington, NJ
2011-01-13 → 2011-11-29

Lpl Financial Llc

Flemington, NJ
2004-01-01 → 2005-03-29

Pnc Wealth Management Llc

Kennett Square, PA
2003-12-02 → 2004-01-01

J.J.B. Hilliard, W.L. Lyons, Llc

Bristol, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-11-26
S63	Uniform Securities Agent State Law Examination	2000-02-22

S65 Uniform Investment Adviser Law Examination

2003-11-26
S63 Uniform Securities Agent State Law Examination

2000-02-22

Designations

Other Names

Andrew Scott Byers
Andrew S Byers

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

KEY INVESTMENT SERVICES LLC

J.P. MORGAN SECURITIES LLC

CETERA INVESTMENT ADVISERS LLC

LPL ENTERPRISE, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ANDREW MICHAEL SOLTYS

GARRET M. QUALLET

RILEY DANIELLE FANTOZZI

JEFFERY BALISTRERI-BRENNER

CHRISTOPHER B. SMITH

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Warrington, PA

AMERIPRISE FINANCIAL SERVICES, LLC · WARRINGTON, PA

LPL FINANCIAL LLC · WARRINGTON, PA

KEY INVESTMENT SERVICES LLC · Warrington, PA

J.P. MORGAN SECURITIES LLC · Warrington, PA

LPL FINANCIAL LLC · WARMINSTER, PA

CETERA INVESTMENT ADVISERS LLC · WARRINGTON, PA

LPL ENTERPRISE, LLC · WARRINGTON, PA

More in Warrington, PA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor