Andrew Einstein

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

• 07/2015 → 11/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
• 10/2015 → 11/2016
  Bank Of America, N.A.
  Melville, NY
• 11/2016 → 03/2020
  Ubs Financial Services Inc.
  Weehawken, NJ
• 04/2020 → Present
  Fidelity Brokerage Services Llc
  New York, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-04-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY
• 2016-11-18 → 2020-04-22
  Ubs Financial Services Inc.
  Weehawken, NJ
  New York, NY
• 2015-11-17 → 2016-11-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
  Melville, NY

Exams

• S66 Uniform Combined State Law Examination
  2015-11-16

Other Names

• Andrew B Einstein
• Andrew Blake Einstein