Andrew Downing

Strategic Advisers LLC

Greenwood Village, CO

Colorado Springs, CO

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CO RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Colorado Springs, CO • 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
Charles Schwab & Co., Inc.	Denver	CO	11/2014	07/2020
Charles Schwab Bank	Denver	CO	05/2019	07/2020
Fidelity Investments	Denver	CO	07/2020	10/2021
Robinhood Financial, Llc	Denver	CO	11/2021	08/2022
Robinhood Markets, Inc	Denver	CO	06/2022	08/2022
Fidelity Investments	Lone Tree	CO	08/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2014 → 07/2020

Charles Schwab & Co., Inc.

Denver, CO
05/2019 → 07/2020

Charles Schwab Bank

Denver, CO
07/2020 → 10/2021

Fidelity Investments

Denver, CO
11/2021 → 08/2022

Robinhood Financial, Llc

Denver, CO
06/2022 → 08/2022

Robinhood Markets, Inc

Denver, CO
08/2022 → Present

Fidelity Investments

Lone Tree, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-02-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO
2019-03-19 → 2020-07-31

Charles Schwab & Co., Inc.

Lone Tree, CO

Denver, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-02
S63	Uniform Securities Agent State Law Examination	2015-04-03

S66 Uniform Combined State Law Examination

2023-02-02
S63 Uniform Securities Agent State Law Examination

2015-04-03

Other Names

Andrew Michael Downing
Andrew Downing

View on SEC IAPD

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Other Investors

BRENNAN PAUL PATE

JOHN MICHAEL DODDS

DEANNA LEE MEYER

BRENT Allan LEE

Dean Edward Norsworthy

DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO

MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO

AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

MORGAN STANLEY · Greenwood Village, CO

RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO

LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO

LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO

WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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