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Andrew Renart

Strategic Advisers LLC

Walnut Creek, CA

Fremont, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States

Fremont, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investment Walnut Creek CA 02/2023 Present
Travis Credit Union Antioch CA 02/2018 01/2023
O'REilly Auto Parts Brentwood CA 06/2010 01/2018
Bank Of America Pleasant Hill CA 07/2015 12/2016
Toyota Walnut Creek Walnut Creek CA 01/2017 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → Present
    Fidelity Investment
    Walnut Creek, CA
  • 02/2018 → 01/2023
    Travis Credit Union
    Antioch, CA
  • 06/2010 → 01/2018
    O'REilly Auto Parts
    Brentwood, CA
  • 07/2015 → 12/2016
    Bank Of America
    Pleasant Hill, CA
  • 01/2017 → 05/2017
    Toyota Walnut Creek
    Walnut Creek, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Moraga, CA
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-24
  • S66 Uniform Combined State Law Examination
    2023-07-24
Other Names
  • Andrew Lance Renart
  • Andrew Renart

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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