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Andrew John Beckman

Strategic Advisers LLC

Loveland, OH

Covington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Loveland, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Key Investment Services,Llc Reynoldsburg OH 04/2016 09/2019
The Prudential Insurance Company Of America Cincinnati OH 09/2019 07/2020
Pruco Securities, Llc Cincinnati OH 09/2019 07/2020
Fidelity Investments Covington KY 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 09/2019
    Key Investment Services,Llc
    Reynoldsburg, OH
  • 09/2019 → 07/2020
    The Prudential Insurance Company Of America
    Cincinnati, OH
  • 09/2019 → 07/2020
    Pruco Securities, Llc
    Cincinnati, OH
  • 07/2020 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2019-09-24 → 2020-07-28
    Pruco Securities, Llc.
    Cincinnati, OH
    West Chester, OH
  • 2016-10-26 → 2019-09-19
    Key Investment Services Llc
    Reynoldsburg, OH
    Cleveland, OH
    Dayton, OH
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-29
S63 Uniform Securities Agent State Law Examination 2015-03-03
  • S66 Uniform Combined State Law Examination
    2016-09-29
  • S63 Uniform Securities Agent State Law Examination
    2015-03-03
Designations
Other Names
  • Andrew J Beckman

View on SEC IAPD

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