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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

50 Derby St Ste 100, Hingham, MA 02043-3740 • United States

Pembroke, MA • 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
Bestgen Wealth Management Braintree MA 06/2022 01/2023
Boston Premier Wealth Hanover MA 06/2021 08/2021
Dixon Associates Duxbury MA 09/2020 01/2021
Endicott College Van Loan School Beverly MA 08/2021 05/2022
Endicott College Beverly MA 08/2017 05/2021
Burke Distributing Randolph MA 05/2019 08/2019
Marshfield Lifeguard Marshfield MA 05/2016 08/2018
Marshfield High School Marshfield MA 08/2013 06/2017
Lighthouse Liquors (Part-Time Work) Beverly MA 10/2021 01/2022
Fidelity Investments Hingham MA 05/2023 Present
Unemployed Marshfield MA 02/2023 04/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 01/2023
    Bestgen Wealth Management
    Braintree, MA
  • 06/2021 → 08/2021
    Boston Premier Wealth
    Hanover, MA
  • 09/2020 → 01/2021
    Dixon Associates
    Duxbury, MA
  • 08/2021 → 05/2022
    Endicott College Van Loan School
    Beverly, MA
  • 08/2017 → 05/2021
    Endicott College
    Beverly, MA
  • 05/2019 → 08/2019
    Burke Distributing
    Randolph, MA
  • 05/2016 → 08/2018
    Marshfield Lifeguard
    Marshfield, MA
  • 08/2013 → 06/2017
    Marshfield High School
    Marshfield, MA
  • 10/2021 → 01/2022
    Lighthouse Liquors (Part-Time Work)
    Beverly, MA
  • 05/2023 → Present
    Fidelity Investments
    Hingham, MA
  • 02/2023 → 04/2023
    Unemployed
    Marshfield, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Hingham, MA
    Marshfield, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-12
S63 Uniform Securities Agent State Law Examination 2023-10-12
  • S66 Uniform Combined State Law Examination
    2024-11-12
  • S63 Uniform Securities Agent State Law Examination
    2023-10-12
Other Names
  • Andrew Fithian
  • Andrew David Fithian

View on SEC IAPD

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