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Andrea Flood

Strategic Advisers LLC

Lone Tree, CO

Highlands Ranch, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-03-13
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2026-03-13
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

9185 East Westview Road, Lone Tree, CO 80124-5134 • United States

Highlands Ranch, CO • 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 Investments Jacksonville FL 06/2021 Present
Unemployed Tampa FL 08/2020 06/2021
Instacart Tampa FL 03/2020 08/2020
Twinkle Toes Tampa FL 08/2019 03/2020
Ultimate Medical Academy Tampa FL 05/2018 08/2019
Ankle And Foot Associates Tampa FL 12/2016 05/2018
Panera Bread Tampa FL 04/2015 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2020 → 06/2021
    Unemployed
    Tampa, FL
  • 03/2020 → 08/2020
    Instacart
    Tampa, FL
  • 08/2019 → 03/2020
    Twinkle Toes
    Tampa, FL
  • 05/2018 → 08/2019
    Ultimate Medical Academy
    Tampa, FL
  • 12/2016 → 05/2018
    Ankle And Foot Associates
    Tampa, FL
  • 04/2015 → 12/2016
    Panera Bread
    Tampa, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-05
S63 Uniform Securities Agent State Law Examination 2021-10-29
  • S66 Uniform Combined State Law Examination
    2024-02-05
  • S63 Uniform Securities Agent State Law Examination
    2021-10-29
Other Names
  • Andrea Rachael Flood
  • Andrea Flood

View on SEC IAPD

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RFG ADVISORY, LLC

Other Investors

SHALINI J. MAYL
KYLE SMITH
BRIANNA MARIE MATHIS
JESSICA DIEM HUYNH CURTIS
ANDRINA UPTMORE
ALYSSA ARMIDA EVANS
JARON CAPPOS
ANDREW KIM

Other Offices

LPL FINANCIAL LLC · CENTENNIAL, CO
STRATEGIC ADVISERS LLC · CENTENNIAL, CO
LPL ENTERPRISE, LLC · ENGLEWOOD, CO
PALLER FINANCIAL SERVICES, INC. · CENTENNIAL, CO
OSAIC ADVISORY SERVICES, LLC · Centennial, CO
ELIASON WEALTH MANAGEMENT LLC · CENTENNIAL, CO
PLANPILOT · Centennial, CO
TRANSAMERICA FINANCIAL ADVISORS, LLC · Centennial, CO

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