Andrew Plympton

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

• 08/2025 → Present
  Fidelity Investments
  Smithfield, RI
• 08/2020 → 01/2022
  Cross Insurance
  Providence, RI
• 06/2019 → 08/2019
  Brewed Awakenings
  Warwick, RI
• 06/2022 → 08/2022
  Checks And Balances Inc. (Citizens Bank)
  Johnston, RI
• 06/2024 → 08/2024
  Driscoll Management
  Warwick, RI
• 08/2021 → 05/2025
  Bentley University
  Waltham, MA
• 08/2018 → 06/2019
  Unemployed
  East Greenwich, RI
• 06/2023 → 08/2023
  Checks And Balances Inc. (Citizens Bank)
  Johnston, RI
• 05/2023 → 05/2025
  Bentley University
  Waltham, MA
• 06/2018 → 08/2018
  Dunkin Donuts
  North Kingstown, RI
• 05/2025 → 08/2025
  Unemployed
  East Greenwich, RI
• 09/2023 → 05/2025
  Bentley University
  Waltham, MA
• 08/2015 → 08/2017
  Cole Middle School
  East Greenwich, RI
• 09/2017 → 05/2021
  East Greenwich High School
  East Greenwich, RI

Exams

• S66 Uniform Combined State Law Examination
  2026-01-12