Andrew Stevenson

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

• 07/2016 → 08/2018
  The Church Of Jesus Christ Of Latter Day Saints
  Tampa, FL
• 08/2018 → 11/2018
  Utah Youth Village
  West Jordan, UT
• 11/2018 → 12/2018
  Unemployed
  Tooele, UT
• 01/2019 → 02/2019
  America First Federal Credit Union
  West Valley, UT
• 03/2019 → Present
  Fidelity Brokerage Services, Llc
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-10-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2020-10-16
• S63 Uniform Securities Agent State Law Examination
  2019-06-07

Other Names

• Andrew James Stevenson
• Andrew Stevenson