Andrew Robert Wilson

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States

Sarasota, FL • 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

Organization	City	State	From	To
Principal Funds Distributor, Inc.	El Dorado Hills	CA	03/2011	06/2022
Fidelity Investments	Sarasota	FL	06/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2011 → 06/2022

Principal Funds Distributor, Inc.

El Dorado Hills, CA
06/2022 → Present

Fidelity Investments

Sarasota, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-08-18 → 2025-03-31

Fidelity Personal And Workplace Advisors

Sarasota, FL
2021-11-12 → 2022-06-14

Principal Asset Management

Folsom, CA
2010-04-06 → 2011-03-10

Clarion Advisors Inc.
2008-01-01 → 2010-04-05

Wells Fargo Clearing Services, Llc

Auburn, CA

Auburn, CA
2007-05-21 → 2008-01-01

A. G. Edwards & Sons, Inc.

St. Louis, MO

Auburn, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-02-11

S66 Uniform Combined State Law Examination

2022-02-11

Designations

Other Names

Drew Robert Wilson
Andrew Robert Wilson
Andrew R Wilson

View on SEC IAPD

Other Firms

CPA INVESTMENT SOLUTIONS, INC.

HENDRICKS WEALTH AND ESTATE MANAGEMENT

OSAIC WEALTH, INC.

ACCURATE WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

BASE WEALTH MANAGEMENT

RETIREMENT MONEY MANAGEMENT

Other Investors

ANGELA ROBIN HILLIARD DYCHES

Thomas Donald Anderson

JOHNATHAN RYAN HENDRIX

MEREDITH BAKER FREEMAN

RICHARD MANANSALA MANANKIL

CHRISTOPHER D'ANDREA

LARRY J WOODRUFF

Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL

EDWARD JONES · Lakewood Ranch, FL

HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL

OSAIC WEALTH, INC. · SARASOTA, FL

ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL

AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL

BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL

EDWARD JONES · LAKEWOOD RANCH, FL

More in Sarasota, FL

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