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Andres Chavez

Strategic Advisers LLC

Glen Ellyn, IL

Naperville, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Glen Ellyn, IL • United States

47 E Chicago Ave, Naperville, IL 60540-5325 • 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
J.P. Morgan Chase Bank Chicago IL 05/2011 10/2019
Jp Morgan Securities Llc Chicago IL 01/2013 10/2019
E*Trade Securities Llc Chicago IL 10/2019 05/2021
E*Trade Capital Management Llc Chicago IL 10/2019 05/2021
E*Trade Securities Llc Chicago IL 05/2021 09/2023
E*Trade Capital Management Llc Chicago IL 05/2021 09/2023
Morgan Stanley Chicago IL 01/2023 10/2023
Morgan Stanley Chicago IL 09/2023 10/2023
Morgan Stanley Chicago IL 09/2023 10/2023
Fidelity Investments Naperville IL 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2011 → 10/2019
    J.P. Morgan Chase Bank
    Chicago, IL
  • 01/2013 → 10/2019
    Jp Morgan Securities Llc
    Chicago, IL
  • 10/2019 → 05/2021
    E*Trade Securities Llc
    Chicago, IL
  • 10/2019 → 05/2021
    E*Trade Capital Management Llc
    Chicago, IL
  • 05/2021 → 09/2023
    E*Trade Securities Llc
    Chicago, IL
  • 05/2021 → 09/2023
    E*Trade Capital Management Llc
    Chicago, IL
  • 01/2023 → 10/2023
    Morgan Stanley
    Chicago, IL
  • 09/2023 → 10/2023
    Morgan Stanley
    Chicago, IL
  • 09/2023 → 10/2023
    Morgan Stanley
    Chicago, IL
  • 11/2023 → Present
    Fidelity Investments
    Naperville, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Naperville, IL
  • 2023-09-05 → 2023-10-26
    Morgan Stanley
    Chicago, IL
  • 2019-10-30 → 2023-09-05
    Harrisdirect Llc
    Chicago, IL
    Arlington, VA
    Chicago, IL
  • 2017-09-12 → 2018-10-07
    J.P. Morgan Securities Llc
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-05
S63 Uniform Securities Agent State Law Examination 2013-05-01
  • S66 Uniform Combined State Law Examination
    2017-09-05
  • S63 Uniform Securities Agent State Law Examination
    2013-05-01

View on SEC IAPD

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