Riley R. Andren

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

• 04/2016 → 01/2017
  Hantz Agency
  Southfield, MI
• 01/2017 → 09/2019
  Td Ameritrade
  Birmingham, MI
• 09/2019 → 12/2020
  E*Trade Securities Llc
  Farmington Hills, MI
• 09/2019 → 12/2020
  E*Trade Capital Management, Llc
  Farmington Hills, MI
• 01/2021 → 10/2021
  Ameriprise Financial Services, Llc
  Troy, MI
• 10/2021 → Present
  Fidelity Investments
  Westland, MI
• 07/2017 → 08/2017
  Tmh Security
  Highland Park, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westland, MI
  Covington, KY
• 2021-02-05 → 2021-10-11
  Ameriprise Financial Services, Llc
  Auburn Hills, MI
• 2019-09-05 → 2020-12-16
  Harrisdirect Llc
  Arlington, VA
  Farmington Hills, MI
• 2017-02-09 → 2019-09-10
  Td Ameritrade, Inc.
  Birmingham, MI
• 2017-02-09 → 2019-09-10
  Td Ameritrade Investment Management, Llc
  Birmingham, MI
• 2014-06-17 → 2017-01-13
  Hantz Financial Services, Inc.
  Southfield, MI

Exams

• S66 Uniform Combined State Law Examination
  2014-05-21

Other Names

• Riley Robert Andren
• Riley Andren