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Andrew Schroeder

Strategic Advisers LLC

Brea, CA

Lake Arrowhead, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

815 E Birch St, Brea, CA 92821-5765 • United States

Lake Arrowhead, 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
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Long Beach CA 07/2015 05/2018
Fidelity Brokerage Services Llc Brea CA 08/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → 05/2018
    Ameriprise Financial Services, Inc.
    Long Beach, CA
  • 08/2018 → Present
    Fidelity Brokerage Services Llc
    Brea, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-09-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brea, CA
  • 2015-11-10 → 2018-04-19
    Ameriprise Financial Services, Llc
    Long Beach, CA
    Los Angeles, CA
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-09
  • S66 Uniform Combined State Law Examination
    2015-11-09
Other Names
  • Andrew Michael Schroeder

View on SEC IAPD

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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BREA, CA
LPL FINANCIAL LLC · Brea, CA
OSAIC WEALTH, INC. · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA
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