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Andrea M Culbertson

Strategic Advisers LLC

Tampa, FL

Tampa, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States

Tampa, FL • 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
Usaa Financial Advisors, Inc. Tampa FL 08/2013 06/2020
Usaa Financial Planning Services Tampa FL 08/2013 12/2020
Usaa Investment Services Company Tampa FL 01/2018 12/2021
Usaa Life Insurance Company Tampa FL 12/2020 12/2021
Fidelity Investments Tampa FL 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 06/2020
    Usaa Financial Advisors, Inc.
    Tampa, FL
  • 08/2013 → 12/2020
    Usaa Financial Planning Services
    Tampa, FL
  • 01/2018 → 12/2021
    Usaa Investment Services Company
    Tampa, FL
  • 12/2020 → 12/2021
    Usaa Life Insurance Company
    Tampa, FL
  • 01/2022 → Present
    Fidelity Investments
    Tampa, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tampa, FL
  • 2018-01-08 → 2021-12-31
    Usaa Investment Services Company
    San Antonio, TX
    Tampa, FL
    San Antonio, TX
    Tampa, FL
    Tampa, FL
  • 2014-08-27 → 2018-01-08
    Usaa Financial Planning Services
    Tampa, FL
    Tampa, FL
Other Businesses

OBA-65664|OrgNmn:Real Estate Nikkei Corp|Org Addr:Tampa,Florida,US|OBA Nature:Rental properties in Florida. |Invst Rel:Y|Title:Officer|Duties:I have to file taxes every year with the CPA.|StrtDt:01-30-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-19
S63 Uniform Securities Agent State Law Examination 2011-06-24
  • S65 Uniform Investment Adviser Law Examination
    2014-08-19
  • S63 Uniform Securities Agent State Law Examination
    2011-06-24
Designations
Other Names
  • Andrea Miyashiro
  • Andrea Miyashiro Culbertson
  • Andrea M Culbertson

View on SEC IAPD

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