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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Rutherford, NJ • United States

165 Broadway, New York City, NY 10006-1404 • 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 New York NY 10/2018 Present
Regions Bank Columbia MO 11/2016 05/2018
Pepsico Columbia MO 09/2017 10/2017
Landmark Bank Columbia MO 09/2015 08/2017
Unemployed North Arlington NJ 05/2018 10/2018
Fidelity Investments Boston MA 03/2025 Present
  • 10/2018 → Present
    Fidelity Brokerage Services Llc
    New York, NY
  • 11/2016 → 05/2018
    Regions Bank
    Columbia, MO
  • 09/2017 → 10/2017
    Pepsico
    Columbia, MO
  • 09/2015 → 08/2017
    Landmark Bank
    Columbia, MO
  • 05/2018 → 10/2018
    Unemployed
    North Arlington, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-28
S63 Uniform Securities Agent State Law Examination 2019-04-08
  • S65 Uniform Investment Adviser Law Examination
    2021-10-28
  • S63 Uniform Securities Agent State Law Examination
    2019-04-08
Other Names
  • Andrew Joseph Wampler

View on SEC IAPD

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