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Spencer E. Andelson

Strategic Advisers LLC

Bellevue, WA

Mercer Island, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-10
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-06-10
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • United States

Mercer Island, WA • 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
Fidelity Investments Greenwood Village CO 10/2021 Present
Los Angeles School District Los Angeles CA 01/2019 10/2021
Lyft Los Angeles CA 10/2017 01/2019
University Of California, Irvine Irvine CA 10/2015 07/2017
Silverberg Academy Seattle WA 09/2020 10/2021
University Of California, Irvine Irvine CA 10/2015 07/2017
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 01/2019 → 10/2021
    Los Angeles School District
    Los Angeles, CA
  • 10/2017 → 01/2019
    Lyft
    Los Angeles, CA
  • 10/2015 → 07/2017
    University Of California, Irvine
    Irvine, CA
  • 09/2020 → 10/2021
    Silverberg Academy
    Seattle, WA
  • 10/2015 → 07/2017
    University Of California, Irvine
    Irvine, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Redmond, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-28
S63 Uniform Securities Agent State Law Examination 2022-02-08
  • S66 Uniform Combined State Law Examination
    2022-12-28
  • S63 Uniform Securities Agent State Law Examination
    2022-02-08
Other Names
  • Spencer Evan Mcevilly Andelson
  • Spencer Evan Andelson

View on SEC IAPD

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FOCUS PARTNERS WEALTH, LLC

Other Investors

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TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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