Andrew Traina

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Anaheim, CA • 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

Organization	City	State	From	To
Scottrade	Toms River	NJ	05/2015	08/2017
Monmouth University	West Long Branch	NJ	09/2013	05/2017
Scottrade Inc	Toms River	NJ	08/2017	02/2018
Td Ameritrade, Inc.	Toms River	NJ	02/2018	01/2021
Td Ameritrade Investment Management, Llc	Omaha	NE	02/2018	12/2020
Fidelity Investments	Brea	CA	04/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2015 → 08/2017

Scottrade

Toms River, NJ
09/2013 → 05/2017

Monmouth University

West Long Branch, NJ
08/2017 → 02/2018

Scottrade Inc

Toms River, NJ
02/2018 → 01/2021

Td Ameritrade, Inc.

Toms River, NJ
02/2018 → 12/2020

Td Ameritrade Investment Management, Llc

Omaha, NE
04/2021 → Present

Fidelity Investments

Brea, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-05-12 → 2025-03-31

Fidelity Personal And Workplace Advisors

Brea, CA
2018-02-27 → 2021-01-11

Td Ameritrade, Inc.

Toms River, NJ
2018-02-26 → 2020-12-31

Td Ameritrade Investment Management, Llc

Omaha, NE

Toms River, NJ
2017-08-25 → 2018-02-26

Scottrade Investment Management

Saint Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-25

S66 Uniform Combined State Law Examination

2017-08-25

View on SEC IAPD

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