Andrea Rudison

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

• 07/2008 → 12/2021
  Charles Schwab & Co., Inc.
  Thousand Oaks, CA
• 07/2008 → 12/2021
  Charles Schwab Bank
  Thousand Oaks, CA
• 08/2015 → 12/2021
  Bona Fide Moments Photography
  Tarzana, CA
• 12/2021 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
  Tarzana, CA
• 2008-07-28 → 2021-12-04
  Charles Schwab & Co., Inc.
  Glendale, CA
  Pasadena, CA
  Woodland Hills, CA
  Thousand Oaks, CA
  Woodland Hills, CA
• 2008-04-02 → 2008-05-15
  Wamu Investments, Inc.
  Fullerton, CA
  Irvine, CA

Other Businesses

OBA-123563|OrgNmn:Soul Island Eats |Org Addr:Tarzana ,California,US|OBA Nature:Selling food from a Ghost Kitc|Invst Rel:N|Title:Chef|Duties:Preparing and selling food |StrtDt:12-01-25|TotHrs/mon:60|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2008-03-29

Other Names

• Andrea T Rudison
• Andrea Terressa Rudison
• Andrea Rudison