Andrew William Bean

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-05-01
TX	RA	APPROVED	2025-04-28

FL RA
APPROVED

Since 2025-05-01
TX RA
APPROVED

Since 2025-04-28

Branch Locations

Fort Myers, FL • United States

6921 Daniels Parkway Suite 200, Fort Myers, FL 33912-1534 • 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
Northwestern Mutual	Nashville	TN	08/2022	07/2023
Fidelity Investments	Naples	FL	08/2023	Present
Belmont University	Nashville	TN	08/2019	05/2023
St. George's Independent School	Collierville	TN	08/2013	06/2019

08/2022 → 07/2023

Northwestern Mutual

Nashville, TN
08/2023 → Present

Fidelity Investments

Naples, FL
08/2019 → 05/2023

Belmont University

Nashville, TN
08/2013 → 06/2019

St. George's Independent School

Collierville, TN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-22
S63	Uniform Securities Agent State Law Examination	2024-04-27

S66 Uniform Combined State Law Examination

2024-10-22
S63 Uniform Securities Agent State Law Examination

2024-04-27

Other Names

Andrew William Bean
Andrew Bean

View on SEC IAPD

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