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Andrew Sargent

Strategic Advisers LLC

Seattle, WA

Seattle, WA

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

Branch Locations

Seattle, WA • United States

1518 6Th Ave, Seattle, WA 98101-1706 • 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 Tukwila WA 09/2022 Present
Ymca Newcastle WA 01/2018 04/2020
Unemployed Renton WA 01/2011 01/2018
Student Bellingham WA 04/2020 09/2022
Fidelity Investments Boston MA 03/2025 Present
  • 09/2022 → Present
    Fidelity Investments
    Tukwila, WA
  • 01/2018 → 04/2020
    Ymca
    Newcastle, WA
  • 01/2011 → 01/2018
    Unemployed
    Renton, WA
  • 04/2020 → 09/2022
    Student
    Bellingham, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tukwila, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-20
  • S66 Uniform Combined State Law Examination
    2023-03-20

View on SEC IAPD

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