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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-02-11
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2026-02-11
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

165 Broadway, New York City, NY 10006-1404 • United States

Nanuet, NY • 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
Cetera Investment Services Llc St Cloud MN 07/2020 09/2021
R-Way Moving And Storage Pearl River NY 05/2017 08/2019
Student Oneonta NY 08/2016 05/2020
Cetera Investment Advisers Llc Pearl River NY 09/2020 09/2021
Fidelity Investments Austin TX 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → 09/2021
    Cetera Investment Services Llc
    St Cloud, MN
  • 05/2017 → 08/2019
    R-Way Moving And Storage
    Pearl River, NY
  • 08/2016 → 05/2020
    Student
    Oneonta, NY
  • 09/2020 → 09/2021
    Pearl River, NY
  • 09/2021 → Present
    Fidelity Investments
    Austin, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Austin, TX
  • 2021-04-12 → 2021-09-17
    Pearl River, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-20
S63 Uniform Securities Agent State Law Examination 2020-08-03
  • S66 Uniform Combined State Law Examination
    2021-05-20
  • S63 Uniform Securities Agent State Law Examination
    2020-08-03
Other Names
  • Andrew Michael Samori
  • Andrew Samori

View on SEC IAPD

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