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Andie Jane Rose

Strategic Advisers LLC

Chandler, AZ

Chandler, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-10
AZ RA APPROVED 2025-04-11
  • TX RA
    APPROVED
    Since 2026-02-10
  • AZ RA
    APPROVED
    Since 2025-04-11

Branch Locations

7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • United States

Chandler, 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
Subway Phoenix AZ 10/2018 04/2021
Fidelity Investments Chandler AZ 06/2024 08/2024
Esporta Gilbert AZ 02/2022 05/2022
Fidelity Investments Chandler AZ 09/2024 Present
Unemployed Phoenix AZ 02/2024 05/2024
Nekter Juice Bar Tempe AZ 09/2021 02/2022
Unemployed Phoenix AZ 05/2022 05/2023
Last Chance Cheese Shop Tannersville NY 06/2023 09/2023
Unemployed Phoenix AZ 01/2013 10/2018
Mama'S Boy Burgers Tannersville NY 05/2021 09/2021
Scramble Phoenix AZ 09/2023 01/2024
  • 10/2018 → 04/2021
    Subway
    Phoenix, AZ
  • 06/2024 → 08/2024
    Fidelity Investments
    Chandler, AZ
  • 02/2022 → 05/2022
    Esporta
    Gilbert, AZ
  • 09/2024 → Present
    Fidelity Investments
    Chandler, AZ
  • 02/2024 → 05/2024
    Unemployed
    Phoenix, AZ
  • 09/2021 → 02/2022
    Nekter Juice Bar
    Tempe, AZ
  • 05/2022 → 05/2023
    Unemployed
    Phoenix, AZ
  • 06/2023 → 09/2023
    Last Chance Cheese Shop
    Tannersville, NY
  • 01/2013 → 10/2018
    Unemployed
    Phoenix, AZ
  • 05/2021 → 09/2021
    Mama'S Boy Burgers
    Tannersville, NY
  • 09/2023 → 01/2024
    Scramble
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-07
  • S66 Uniform Combined State Law Examination
    2025-03-07
Other Names
  • Andie J Rose
  • Andie Jane Rose

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
LPL FINANCIAL LLC
VAL VISTA CAPITAL MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

Aaron D Hyde
Kelly A Luft
ADRIENNE TERENA BORCHERS
Eric Sitton
SAMUEL J SMITH
RENEE JEAN HRUSKA
ANDREA MICHELLE MCLELLAND
Christine Lynne Lobdell Raney

Other Offices

J.P. MORGAN SECURITIES LLC · CHANDLER, AZ
EDWARD JONES · CHANDLER, AZ
LPL FINANCIAL LLC · CHANDLER, AZ
VAL VISTA CAPITAL MANAGEMENT, LLC · SUN LAKES, AZ
WELLS FARGO CLEARING SERVICES, LLC · CHANDLER, AZ
EDWARD JONES · SUN LAKES, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Chandler, AZ
INDEPENDENT FINANCIAL GROUP, LLC · CHANDLER, AZ

More in Chandler, AZ

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