Inactive

Devin Andersen

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-03-31
VA	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2025-03-31
VA RA
APPROVED

Since 2025-03-31

Branch Locations

Glen Allen, VA • 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

Organization	City	State	From	To
Wells Fargo Bank Na	Richmond	VA	12/2011	07/2021
Wells Fargo Advisors Llc	Richmond	VA	04/2014	11/2016
Wells Fargo Clearing Services, Llc	Richmond	VA	11/2016	07/2021
Fidelity Investments	Glen Allen	VA	07/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

12/2011 → 07/2021

Wells Fargo Bank Na

Richmond, VA
04/2014 → 11/2016

Wells Fargo Advisors Llc

Richmond, VA
11/2016 → 07/2021

Wells Fargo Clearing Services, Llc

Richmond, VA
07/2021 → Present

Fidelity Investments

Glen Allen, VA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-09-08 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH
2014-07-05 → 2021-07-09

Wells Fargo Clearing Services, Llc

Richmond, VA

Richmond, VA

Richmond, VA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-07-05
S63	Uniform Securities Agent State Law Examination	2014-06-11

S65 Uniform Investment Adviser Law Examination

2014-07-05
S63 Uniform Securities Agent State Law Examination

2014-06-11

Other Names

Devin Marie Conley
Devin Marie Depew
Devin Marie Andersen

View on SEC IAPD

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