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Andrew Giovani Huerta

Strategic Advisers LLC

Brea, CA

Diamond Bar, 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
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Diamond Bar, 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
Fidelity Brokerage Services Llc Rancho Cucamonga CA 05/2020 Present
Verizon Orange CA 12/2017 05/2020
T-Mobile Santa Ana CA 05/2016 12/2017
California State University, Fullerton Fullerton CA 08/2015 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → Present
    Fidelity Brokerage Services Llc
    Rancho Cucamonga, CA
  • 12/2017 → 05/2020
    Verizon
    Orange, CA
  • 05/2016 → 12/2017
    T-Mobile
    Santa Ana, CA
  • 08/2015 → 05/2018
    California State University, Fullerton
    Fullerton, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-05-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brea, CA
Other Businesses

OBA-115586|OrgNmn:NeoBounce|Org Addr:hawthorne,California,US|OBA Nature:Concert Promoter |Invst Rel:N|Title:Sole Proprietor|Duties:promoting concerts|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-01
  • S66 Uniform Combined State Law Examination
    2020-10-01
Designations

View on SEC IAPD

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Other Investors

RICK RONALD EMMETT
WEST ALAN COHAN
HUAN-BIN ERIC LEE
ANNA LAURA DIAZ
PETER O PAIK
CHRISTOPHER RAYA SCIARRA
KEVIN OWEN SIMON
CHRISTINA MOON

Other Offices

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

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