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Andre R Defreitas

Strategic Advisers LLC

Prescott, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Prescott, AZ • 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
Cambridge Investment Research, Inc. Fairfield IA 10/2021 11/2022
Cambridge Investment Research, Inc. Fairfield IA 09/2021 11/2022
Foothills Bank Prescott AZ 10/2018 09/2021
Foothills Bank Prescott AZ 12/2017 10/2018
Jersey Lilly Saloon Prescott AZ 05/2017 04/2018
Bank Of America Prescott AZ 12/2016 05/2017
Oneaz Credit Union Prescott AZ 01/2015 12/2016
Fidelity Investments Prescott AZ 12/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → 11/2022
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 09/2021 → 11/2022
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 10/2018 → 09/2021
    Foothills Bank
    Prescott, AZ
  • 12/2017 → 10/2018
    Foothills Bank
    Prescott, AZ
  • 05/2017 → 04/2018
    Jersey Lilly Saloon
    Prescott, AZ
  • 12/2016 → 05/2017
    Bank Of America
    Prescott, AZ
  • 01/2015 → 12/2016
    Oneaz Credit Union
    Prescott, AZ
  • 12/2022 → Present
    Fidelity Investments
    Prescott, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Prescott, AZ
Other Businesses

OBA-111891|OrgNmn:Short Term Rental|Org Addr:Surprise,Arizona,US|OBA Nature:Purchasing Investment Property|Invst Rel:Y|Title:Property Owner|Duties:Pay taxes and vendors.|StrtDt:09-01-24|TotHrs/mon:3|TrdHrs/mon:0|OBA-114723|OrgNmn:Turo|Org Addr:Prescott,Arizona,US|OBA Nature:Car share business|Invst Rel:N|Title:Independent Contractor|Duties:Setting prices, take car through car wash occasionally.|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-06
S63 Uniform Securities Agent State Law Examination 2022-03-22
  • S66 Uniform Combined State Law Examination
    2024-03-06
  • S63 Uniform Securities Agent State Law Examination
    2022-03-22
Other Names
  • Andre Defreitas

View on SEC IAPD

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