Andy Colon

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

• 11/2007 → Present
  Fidelity Investments
  Merrimack, NH
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Wesley Chapel, FL
• 2009-07-14 → 2018-07-13
  Strategic Advisers Llc
  Naples, FL
  Merrimack, NH
  Naples, FL
  Merrimack, NH
  Merrimack, NH
  Naples, FL
  Franklin, TN

Other Businesses

OBA-11421|OrgNmn:Remedy and Company, LLC|Org Addr:Wesley Cha,Florida,US|OBA Nature:Purchase, sale, lease, lend in|Invst Rel:Y|Title:Partner|Duties:Find, research, negotiate purchase/sale contracts, and purchase property. Own, lease, sell for profit.|StrtDt:11-02-18|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2008-08-08
• S63 Uniform Securities Agent State Law Examination
  2008-01-10