Andrew Gambardella

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

• 06/2022 → Present
  Fidelity Investments
  Durham, NC
• 06/2019 → 05/2022
  Paradise Hills Vineyard
  Wallingford, CT
• 05/2017 → 08/2019
  Big Y World Class Market
  North Haven, CT
• 11/2016 → 05/2017
  University Of Maine Catering
  Orono, ME
• 08/2016 → 05/2017
  University Of Maine
  Orono, ME
• 08/2017 → 05/2018
  University Of Connecticut
  Storrs, CT
• 08/2018 → 12/2021
  Southern Connecticut State University
  New Haven, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Houston, TX
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-05-30
• S63 Uniform Securities Agent State Law Examination
  2022-10-14

Other Names

• Andrew Richard Gambardella