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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
WI RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

600 N Barker Road, Brookfield, WI 53045-5982 • United States

Bristol, WI • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 06/2019 05/2020
Strategic Wealth Partners Deerfield IL 06/2018 08/2018
Abbott Laboratories Abbott Park IL 06/2017 08/2017
University Of Illinois At Urbana-Champaign Champaign IL 08/2015 05/2019
Td Ameritrade Chicago IL 05/2020 12/2022
Charles Schwab And Co., Inc. Chicago IL 12/2022 03/2023
Fidelity Investments Brookfield WI 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 05/2020
    Rolling Meadows, IL
  • 06/2018 → 08/2018
    Strategic Wealth Partners
    Deerfield, IL
  • 06/2017 → 08/2017
    Abbott Laboratories
    Abbott Park, IL
  • 08/2015 → 05/2019
    University Of Illinois At Urbana-Champaign
    Champaign, IL
  • 05/2020 → 12/2022
    Td Ameritrade
    Chicago, IL
  • 12/2022 → 03/2023
    Charles Schwab And Co., Inc.
    Chicago, IL
  • 03/2023 → Present
    Fidelity Investments
    Brookfield, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brookfield, WI
  • 2022-01-26 → 2023-03-28
    Chicago, IL
  • 2020-05-21 → 2023-03-28
    Td Ameritrade Investment Management, Llc
    Chicago, IL
    Chicago, IL
  • 2020-05-21 → 2022-10-14
    Td Ameritrade, Inc.
    Chicago, IL
  • 2020-01-13 → 2020-05-05
    Chicago, IL
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-10
  • S66 Uniform Combined State Law Examination
    2020-01-10
Designations
Other Names
  • Andrew Martineau
  • Andrew Kevin Martineau

View on SEC IAPD

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