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Andrew Robertson

Ameriprise Financial Services, LLC

Boston, MA

Cambridge, MA

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-09
  • TX RA
    APPROVED
    Since 2024-02-09

Branch Locations

60 State St, Suite 2100, Boston, MA 02109 • United States

Cambridge, MA • 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
Charles Schwab & Co., Inc. Indianapolis IN 10/2015 10/2016
Fidelity Brokerage Services Llc New Haven CT 03/2017 01/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 01/2019
Citizens Securities, Inc. Cambridge MA 07/2019 11/2019
Unemployed Cambridge MA 02/2019 06/2019
Unemployed New Haven CT 10/2016 02/2017
Lincoln Investment Fort Washington PA 08/2022 09/2022
Amazon Cambridge MA 12/2019 12/2020
Money Smarts, Llc. Cambridge MA 01/2021 08/2022
Ameriprise Financial Services, Llc Boston MA 11/2022 Present
  • 10/2015 → 10/2016
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 03/2017 → 01/2019
    Fidelity Brokerage Services Llc
    New Haven, CT
  • 07/2018 → 01/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 07/2019 → 11/2019
    Citizens Securities, Inc.
    Cambridge, MA
  • 02/2019 → 06/2019
    Unemployed
    Cambridge, MA
  • 10/2016 → 02/2017
    Unemployed
    New Haven, CT
  • 08/2022 → 09/2022
    Lincoln Investment
    Fort Washington, PA
  • 12/2019 → 12/2020
    Amazon
    Cambridge, MA
  • 01/2021 → 08/2022
    Money Smarts, Llc.
    Cambridge, MA
  • 11/2022 → Present
    Ameriprise Financial Services, Llc
    Boston, MA
Previous Registrations
  • 2022-06-29 → 2022-11-25
    Money Smarts, Llc
    Pittsfield, MA
  • 2019-07-12 → 2019-11-01
    Citizens Securities, Inc.
    Cambridge, MA
    Burlington, MA
    Cambridge, MA
  • 2018-07-13 → 2019-02-05
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-04-12 → 2018-07-13
    Strategic Advisers Llc
    New Haven, CT
  • 2016-06-04 → 2016-10-10
    Charles Schwab & Co., Inc.
    Indianapolis, IN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-09-23
S66 Uniform Combined State Law Examination 2016-06-04
  • S63 Uniform Securities Agent State Law Examination
    2022-09-23
  • S66 Uniform Combined State Law Examination
    2016-06-04
Designations
Other Names
  • Andrew D Robertson
  • Andrew Duncan Robertson
  • Andrew Robertson
  • Andrew D. Robertson

View on SEC IAPD

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COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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