Andrea C Monchilovich Pickerign

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

• 08/2014 → 05/2022
  Rbc Capital Markets, Llc
  Stillwater, MN
• 06/2022 → Present
  Fidelity Investments
  Woodville, WI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Woodville, WI
• 2014-08-22 → 2022-06-14
  Rbc Capital Markets, Llc
  Stillwater, MN
• 2008-06-11 → 2014-08-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stillwater, MN

Other Businesses

OBA-88667|OrgNmn:Mary Kay |Org Addr:Woodville,Wisconsin,US|OBA Nature:Selling skin are and cosmetic |Invst Rel:N|Title:Independent Beauty Consultant|Duties:Teaching skin care and selling skin care activities|StrtDt:06-21-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2008-06-04
• S63 Uniform Securities Agent State Law Examination
  2001-02-27

Other Names

• Andrea Clair Monchilovich
• Andrea Clair Monchilovich
• Andrea Clair Monchilovich Pickerign
• Andrea Clair Pickerign
• Andrea Clair Monchi Pickerign