Andrew Charles Pacheco

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

• 10/2022 → Present
  Fidelity Investments
  Merrimack, NH
• 02/2021 → 10/2022
  Diversified Protection Corporation
  Andover, MA
• 12/2017 → 02/2021
  Dunabr Armored/Brinks Inc.
  Lowell, MA
• 09/2017 → 12/2017
  Mds Protective Services
  Woburn, MA
• 05/2017 → 09/2017
  The Alpha Group
  Woburn, MA
• 09/2016 → 11/2016
  Nashua Police Department
  Nashua, NH
• 05/2016 → 09/2016
  Nashua Parks And Recreation Department
  Nashua, NH
• 07/2010 → 05/2017
  Market Basket
  Billerica, MA
• 08/2014 → 05/2018
  University Of Massachusetts Lowell
  Lowell, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
  Alexandria, VA

Exams

• S66 Uniform Combined State Law Examination
  2023-03-08

Other Names

• Andrew Charles Pacheco
• Andrew Pacheco