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Andrew Louis Esposto

Strategic Advisers LLC

San Francisco, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

San Francisco, CA • 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
Charles Schwab Bank San Francisco CA 08/2013 02/2019
Charles Schwab & Co., Inc. San Francisco CA 08/2013 02/2019
Fidelity Investments San Francisco CA 04/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 02/2019
    Charles Schwab Bank
    San Francisco, CA
  • 08/2013 → 02/2019
    Charles Schwab & Co., Inc.
    San Francisco, CA
  • 04/2019 → Present
    Fidelity Investments
    San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-05-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Francisco, CA
  • 2013-08-28 → 2019-03-04
    Charles Schwab & Co., Inc.
    San Francisco, CA
  • 2011-01-03 → 2013-08-06
    Wells Fargo Clearing Services, Llc
    San Francisco, CA
    San Mateo, CA
    Palo Alto, CA
  • 2010-03-12 → 2011-01-03
    Wells Fargo Investments, Llc
    San Francisco, CA
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-11
  • S66 Uniform Combined State Law Examination
    2010-03-11
Other Names
  • Andrew Louis Esposto
  • Andrew Esposto

View on SEC IAPD

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