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Timothy B. Andrus

Strategic Advisers LLC

Eagle, ID

Meridian, ID

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

79 E Eagles Gate Drive Suite 100, Eagle, ID 83616 • United States

Meridian, ID • 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 Brokerage Services, Llc Slc UT 10/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2007 → Present
    Fidelity Brokerage Services, Llc
    Slc, UT
  • 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
    Boise, ID
    Meridian, ID
    Boise, ID
  • 2010-08-16 → 2018-07-13
    Strategic Advisers Llc
    Boise, ID
    American Fork, UT
    Salt Lake City, UT
Other Businesses

OBA-63035|OrgNmn:Collaborative Artists for Dance Advancement |Org Addr:Meridian,Idaho,US|OBA Nature:Dance Studio|Invst Rel:N|Title:Assistant to the Owner|Duties:My wife is the owner and I will assist her as needed with her needed tasks|StrtDt:10-18-21|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-13
S63 Uniform Securities Agent State Law Examination 2008-01-10
  • S66 Uniform Combined State Law Examination
    2010-08-13
  • S63 Uniform Securities Agent State Law Examination
    2008-01-10
Designations
Other Names
  • Timothy B Andrus

View on SEC IAPD

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