Amanda R. Lansdell

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

• 02/2011 → 02/2017
  Sunamerica Retirement Markets, Inc.
  Woodland Hills, CA
• 02/2011 → 02/2017
  Aig Capital Services, Inc.
  Woodland Hills, CA
• 02/2017 → 02/2019
  Valencia College
  Orlando, FL
• 02/2019 → 11/2019
  G.A. Repple & Company
  Casselberry, FL
• 12/2019 → 06/2021
  Raymond James & Associates
  Winter Park, FL
• 04/2019 → 12/2019
  Joe Taylor Restoration
  Delray, FL
• 06/2018 → 11/2018
  Amr - Ambulance Service
  Orlando, FL
• 01/2019 → 02/2019
  Orlando Health
  Orlando, FL
• 08/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Winter Park, FL
• 2010-05-07 → 2010-12-01
  Directed Services Llc
  West Chester, PA

Exams

• S66 Uniform Combined State Law Examination
  2021-11-04
• S65 Uniform Investment Adviser Law Examination
  1998-08-24
• S63 Uniform Securities Agent State Law Examination
  1998-04-30

Other Names

• Amanda Warren
• Amanda Rae Warren
• Mandee Warren
• Amanda Rae Lansdell
• Amanda R Lansdell