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Katie Andrews

Strategic Advisers LLC

Denton, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Denton, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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 Westlake TX 07/2022 Present
Fedex Office Highland Village TX 11/2021 07/2022
American Solutions For Business Irving TX 01/2018 11/2021
Fedex Office Grapevine TX 07/2015 01/2018
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 11/2021 → 07/2022
    Fedex Office
    Highland Village, TX
  • 01/2018 → 11/2021
    American Solutions For Business
    Irving, TX
  • 07/2015 → 01/2018
    Fedex Office
    Grapevine, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-17
S63 Uniform Securities Agent State Law Examination 2023-02-24
  • S66 Uniform Combined State Law Examination
    2024-05-17
  • S63 Uniform Securities Agent State Law Examination
    2023-02-24
Other Names
  • Katie Sue Andrews
  • Katie Andrews

View on SEC IAPD

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