Andrew Sedlar

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

• 12/2022 → Present
  Fidelity Investments
  Greenwood Village, CO
• 03/2022 → 12/2022
  Whole Foods Market
  Denver, CO
• 06/2018 → 05/2021
  Lambert & Co.
  Grand Rapids, MI
• 10/2017 → 04/2018
  Michigan Technological University
  Houghton, MI
• 08/2013 → 05/2018
  Michigan Technological University
  Houghton, MI
• 01/2017 → 05/2017
  University Of Turin
  Turin
• 05/2021 → 03/2022
  Unemployed
  Escanaba, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2023-11-22
• S63 Uniform Securities Agent State Law Examination
  2023-04-04

Other Names

• Andrew William Sedlar