Andrew Harrison

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

• 05/2016 → 08/2017
  Ranstad
  Nashville, TN
• 08/2017 → 09/2022
  B. Riley Wealth Management
  Memphis, TN
• 07/2022 → 09/2022
  B. Riley Wealth Advisors, Inc.
  Memphis, TN
• 09/2022 → 04/2024
  Cetera Investment Services Llc
  Saint Cloud, MN
• 09/2022 → 04/2024
  Cetera Investment Advisers Llc
  San Diego, CA
• 05/2024 → 05/2025
  Wood Financial Group
  Hendersonville, TN
• 05/2025 → Present
  Fidelity Investments
  Nashville, TN

Previous Registrations

• 2024-05-20 → 2025-05-19
  Key Capital Management, Inc.
  Hendersonville, TN
• 2022-10-11 → 2024-04-23
  Cetera Investment Advisers Llc
  San Diego, CA
  Arrington, TN
  Nashville, TN
• 2018-06-11 → 2022-09-23
  B. Riley Wealth Management
  Nashville, TN
• 2022-08-26 → 2022-09-23
  B. Riley Wealth Advisors, Inc.
  Nashville, TN

Exams

• S66 Uniform Combined State Law Examination
  2018-06-07

Other Names

• Drew Carroll Harrison
• Andrew Carroll Harrison