Andrew Paz

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

• 10/2020 → 01/2023
  Cetera Investment Services Llc
  St Cloud, MN
• 10/2020 → 01/2023
  Cetera Investment Advisers Llc
  San Antionio, TX
• 10/2014 → 05/2020
  Trinity University
  San Antonio, TX
• 10/2013 → 08/2020
  P.F. Chang's China Bistro
  San Antonio, TX
• 01/2023 → 11/2024
  Kestra Investment Services, Llc
  San Antonio, TX
• 01/2023 → 11/2024
  Kestra Advisory Services, Llc
  San Antonio, TX
• 11/2024 → Present
  Fidelity Investments
  San Antonio, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
  San Antonio, TX
• 2023-01-04 → 2024-11-25
  Kestra Advisory Services, Llc
  San Antonio, TX
  Austin, TX
  San Antonio, TX
  San Antonio, TX
• 2020-10-08 → 2023-01-17
  Cetera Investment Advisers Llc
  San Antonio, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-11-01
• S65 Uniform Investment Adviser Law Examination
  2020-09-04

Designations

• Certified Financial Planner

Other Names

• Andrew Paz
• Andrew Robert Paz