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Andrew Newman

Strategic Advisers LLC

Indianapolis, IN

Carmel, IN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Indianapolis, IN • United States

14405 Clay Terrace Blvd Suite 150, Carmel, IN 46032-3612 • 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
Old National Bank Bloomington IN 03/2020 07/2021
Indiana University Men's Club Ice Hockey Bloomington IN 11/2017 07/2021
Indiana University Men's Club Lacrosse Bloomington IN 08/2019 07/2021
Independent Contractor Evansville IN 05/2016 05/2017
Open Heart Surgery Evansville IN 05/2017 05/2018
Fidelity Investments Indianapolis IN 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2020 → 07/2021
    Old National Bank
    Bloomington, IN
  • 11/2017 → 07/2021
    Indiana University Men's Club Ice Hockey
    Bloomington, IN
  • 08/2019 → 07/2021
    Indiana University Men's Club Lacrosse
    Bloomington, IN
  • 05/2016 → 05/2017
    Independent Contractor
    Evansville, IN
  • 05/2017 → 05/2018
    Open Heart Surgery
    Evansville, IN
  • 07/2021 → Present
    Fidelity Investments
    Indianapolis, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Carmel, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-23
S63 Uniform Securities Agent State Law Examination 2022-04-12
  • S66 Uniform Combined State Law Examination
    2023-01-23
  • S63 Uniform Securities Agent State Law Examination
    2022-04-12

View on SEC IAPD

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