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Andrew Bean

Strategic Advisers LLC

Columbus, OH

Columbus, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31

Branch Locations

1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States

Columbus, OH • 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
Proequities Inc Cincinnati OH 09/2014 11/2019
Protective Life Cincinnati OH 09/2014 11/2019
Lifetime Financial Growth Columbus OH 01/2020 07/2020
Unemployed Columbus OH 11/2019 01/2020
Guardian Life Insurance Company Columbus OH 01/2020 07/2020
Park Avenue Securities Columbus OH 01/2020 07/2020
Mass Mutual Life Insurance Company Gahanna OH 07/2020 10/2022
Mml Investors Services, Llc Gahanna OH 07/2020 10/2022
Merrill Lynch Columbus OH 10/2022 11/2022
Bank Of America N.A. Columbus OH 11/2022 01/2023
Fidelity Investments Columbus OH 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 11/2019
    Proequities Inc
    Cincinnati, OH
  • 09/2014 → 11/2019
    Protective Life
    Cincinnati, OH
  • 01/2020 → 07/2020
    Lifetime Financial Growth
    Columbus, OH
  • 11/2019 → 01/2020
    Unemployed
    Columbus, OH
  • 01/2020 → 07/2020
    Guardian Life Insurance Company
    Columbus, OH
  • 01/2020 → 07/2020
    Park Avenue Securities
    Columbus, OH
  • 07/2020 → 10/2022
    Mass Mutual Life Insurance Company
    Gahanna, OH
  • 07/2020 → 10/2022
    Mml Investors Services, Llc
    Gahanna, OH
  • 10/2022 → 11/2022
    Merrill Lynch
    Columbus, OH
  • 11/2022 → 01/2023
    Bank Of America N.A.
    Columbus, OH
  • 01/2023 → Present
    Fidelity Investments
    Columbus, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-05
S63 Uniform Securities Agent State Law Examination 2015-08-18
  • S66 Uniform Combined State Law Examination
    2022-11-05
  • S63 Uniform Securities Agent State Law Examination
    2015-08-18
Other Names
  • Andrew Bean
  • Andy Paul Bean
  • Andrew Paul Bean

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RBC CAPITAL MARKETS, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH

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