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Andrew Warren

Strategic Advisers LLC

Dallas, TX

Westlake, TX

CRD 8035428

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-17
  • TX RA
    APPROVED
    Since 2025-06-17

Branch Locations

Dallas, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Cincinnati Sports Club Cincinnati OH 05/2020 08/2020
Airtx International Cincinnati OH 05/2021 08/2021
Miami University Oxford OH 08/2020 05/2021
Grade School Student Cincinnati OH 05/2010 05/2018
Fidelity Investments Westlake TX 01/2025 Present
Hyde Park Country Club Cincinnati OH 05/2019 08/2019
Miami University Oxford OH 08/2021 05/2022
Bell Textron Fort Worth TX 07/2023 08/2024
Miami University Oxford OH 08/2022 07/2023
Miami University Oxford OH 08/2018 05/2019
Unemployed Dallas TX 08/2024 01/2025
Textron Inc Providence RI 05/2022 08/2022
Summit Country Day Summer Camp Cincinnati OH 05/2018 08/2018
Miami University Oxford OH 08/2019 05/2020
  • 05/2020 → 08/2020
    Cincinnati Sports Club
    Cincinnati, OH
  • 05/2021 → 08/2021
    Airtx International
    Cincinnati, OH
  • 08/2020 → 05/2021
    Miami University
    Oxford, OH
  • 05/2010 → 05/2018
    Grade School Student
    Cincinnati, OH
  • 01/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 05/2019 → 08/2019
    Hyde Park Country Club
    Cincinnati, OH
  • 08/2021 → 05/2022
    Miami University
    Oxford, OH
  • 07/2023 → 08/2024
    Bell Textron
    Fort Worth, TX
  • 08/2022 → 07/2023
    Miami University
    Oxford, OH
  • 08/2018 → 05/2019
    Miami University
    Oxford, OH
  • 08/2024 → 01/2025
    Unemployed
    Dallas, TX
  • 05/2022 → 08/2022
    Textron Inc
    Providence, RI
  • 05/2018 → 08/2018
    Summit Country Day Summer Camp
    Cincinnati, OH
  • 08/2019 → 05/2020
    Miami University
    Oxford, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-10
  • S66 Uniform Combined State Law Examination
    2025-06-10

View on SEC IAPD

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