Andre Quesnel Vergara

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

• 07/2013 → 03/2020
  Ace Parking
  Houston, TX
• 09/2016 → 04/2020
  University Of Houston
  Houston, TX
• 09/2020 → 01/2022
  Self Employed
  Houston, TX
• 05/2019 → 04/2020
  Lodge Lumber
  Houston, TX
• 06/2020 → 06/2022
  Skyline Crossfit
  Houston, TX
• 01/2022 → 09/2022
  Equitable Advisors, Llc
  New York, NY
• 09/2022 → Present
  Fidelity Investments
  Houston, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-11-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Houston, TX
• 2022-07-12 → 2022-09-15
  Equitable Advisors, Llc
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-07-06

Other Names

• Andre Darrell Quesnel Vergara
• Andre Quesnel
• Andre Darrell Quesnel
• Andre Darrell Quesnelvergara