Andrew L Hass

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → Present
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-10-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Other Businesses

OBA-59800|OrgNmn:Andrew Hass|Org Addr:Denver,Colorado,US|OBA Nature:Pet sitting business|Invst Rel:N|Title:Sole Proprietor|Duties:Pet/house sitting for local families.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|OBA-115544|OrgNmn:The Florentine Condominium Assoc, INC|Org Addr:Denver,Colorado,US|OBA Nature:Condominium Association|Invst Rel:N|Title:Secretary|Duties:Serving as the Secretary on the Board of Directors for my Condominium Association.|StrtDt:01-02-25|TotHrs/mon:6|TrdHrs/mon:1|

Exams

• S66 Uniform Combined State Law Examination
  2018-10-25
• S63 Uniform Securities Agent State Law Examination
  2015-07-13

Other Names

• Andrew Lee Hass