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Nicole Andre

Strategic Advisers LLC

Center Valley, PA

Kutztown, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033 • United States

Kutztown, 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
OrganizationCityStateFromTo
Scottrade Easton PA 05/2003 06/2017
Lincoln Investment Bethlehem PA 07/2017 09/2019
Citizens Securities, Inc Fort Washington PA 09/2019 07/2020
Fidelity Investments Center Valley PA 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2003 → 06/2017
    Scottrade
    Easton, PA
  • 07/2017 → 09/2019
    Lincoln Investment
    Bethlehem, PA
  • 09/2019 → 07/2020
    Citizens Securities, Inc
    Fort Washington, PA
  • 08/2020 → Present
    Fidelity Investments
    Center Valley, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Center Valley, PA
  • 2019-09-10 → 2020-07-28
    Citizens Securities, Inc.
    Conshohocken, PA
    Johnston, RI
  • 2017-07-20 → 2019-09-12
    Lincoln Investment
    Bethlehem, PA
    Fort Washington, PA
  • 2017-07-20 → 2019-09-12
    Capital Analysts
    Bethlehem, PA
  • 2017-01-31 → 2017-07-11
    Scottrade Investment Management
    Saint Louis, MO
Other Businesses

OBA-132929|OrgNmn:Northpeak Supply|Org Addr:Kutztown ,Pennsylvan,US|OBA Nature:Sell products online - current|Invst Rel:N|Title:Co-owner|Duties:None - this is my husbands business|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-30
S63 Uniform Securities Agent State Law Examination 2005-01-18
  • S66 Uniform Combined State Law Examination
    2017-01-30
  • S63 Uniform Securities Agent State Law Examination
    2005-01-18
Other Names
  • Nicole Marie Edwards
  • Nicole Marie Andre
  • Nicole Andre

View on SEC IAPD

Other Firms

ARGYLE CAPITAL MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
HAMEL ASSOCIATES,INC.
BRIGHTSIDE WEALTH PLANNING, LLC
100 PLUS PLANNING

Other Investors

PETER KINSLEY MILLER
Dawn Elizabeth Marx
JOHN PETER BANKS
ROBERT W MEUSER
THOMAS JAMES BRADSHAW
BRIAN JOSEPH DUELFER
DEBORAH KLATZ ROUNICK
JOHN DOMINIC DONOFRIO

Other Offices

ARGYLE CAPITAL MANAGEMENT, LLC · CENTER VALLEY, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Center Valley, PA
MML INVESTORS SERVICES, LLC · Center Valley, PA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CENTER VALLEY, PA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · CENTER VALLEY, PA
ARGYLE CAPITAL MANAGEMENT, LLC · Center Valley, PA
HAMEL ASSOCIATES,INC. · CENTER VALLEY, PA
BRIGHTSIDE WEALTH PLANNING, LLC · CENTER VALLEY, PA

More in Center Valley, PA

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