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Andrew M Thompson

Strategic Advisers LLC

Knoxville, TN

Knoxville, TN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

11513 Parkside Drive, Knoxville, TN 37934-1976 • United States

Knoxville, TN • 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
Fidelity Brokerage Services Llc Knoxville TN 09/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → Present
    Fidelity Brokerage Services Llc
    Knoxville, TN
  • 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
    Knoxville, TN
    Knoxville, TN
  • 2015-07-08 → 2018-07-13
    Strategic Advisers Llc
    Knoxville, TN
Other Businesses

OBA-66249|OrgNmn:ZKB Contracting Inc|Org Addr:Louisville,Tennessee,US|OBA Nature:Government Contracting (Vehicl|Invst Rel:N|Title:Director|Duties:Year End Financials (W2 creations, tax prep & filing, etc). |StrtDt:03-25-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-04-07
S65 Uniform Investment Adviser Law Examination 2014-03-14
  • S63 Uniform Securities Agent State Law Examination
    2014-04-07
  • S65 Uniform Investment Adviser Law Examination
    2014-03-14
Other Names
  • Andrew Morgan Thompson

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.
SAGESPRING WEALTH PARTNERS
LPL FINANCIAL LLC

Other Investors

WILLIAM HANKINS
JAMES COFFEY
GARY J MORRIS
WILLIAM MICHAEL HOTZFIELD
HUNTER NICHOLSON
ROBERT SASS
JONATHAN LOVE
HUNTER ROCK

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN
FIFTH THIRD SECURITIES, INC. · KNOXVILLE, TN
STATE FARM INVESTMENT MANAGEMENT CORP. · Farragut, TN
TRUIST ADVISORY SERVICES, INC. · KNOXVILLE, TN
PFS INVESTMENTS INC. · KNOXVILLE, TN
EDWARD JONES · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN

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