Andrew T Ford

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

• 10/2019 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 04/2017 → 08/2017
  Allsport Health And Fitness
  Fishkill, NY
• 06/2014 → 01/2018
  Bank Of America
  New York, NY
• 05/2016 → 11/2016
  Taco Dive Bar
  Peekskill, NY
• 01/2015 → 01/2017
  Chappaqua Tavern
  Chappaqua, NY
• 06/2019 → 10/2019
  Dolly'S Restaurant
  Garrison, NY
• 01/2017 → 04/2017
  Unemployed
  Garrison, NY
• 01/2018 → 06/2019
  Unemployed
  Garrison, NY
• 11/2019 → 04/2022
  Bank Of America, N.A
  New York, NY
• 07/2022 → 05/2023
  Fidelity Investments
  Covington, KY
• 05/2023 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-02-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Cincinnati, OH
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2025-02-26
• S63 Uniform Securities Agent State Law Examination
  2023-10-07

Other Names

• Andrew Thomas Ford
• Andrew Ford
• Andrew Thomas Ford
• Drew Ford
• Andrew Ford