Andrew Merrow

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:

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Grapevine, TX • United States

Two Destiny Way, Westlake, TX 76262-8100 • 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Westlake	TX	11/2016	Present
Veritude	Westlake	TX	11/2015	11/2016
Westpac Banking Group	Parramatta, Nsw		02/2010	11/2016
Fidelity Investments	Boston	MA	03/2025	Present

11/2016 → Present

Fidelity Brokerage Services Llc

Westlake, TX
11/2015 → 11/2016

Veritude

Westlake, TX
02/2010 → 11/2016

Westpac Banking Group

Parramatta, Nsw
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-03-18 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-02-28
S63	Uniform Securities Agent State Law Examination	2019-01-10

S66 Uniform Combined State Law Examination

2020-02-28
S63 Uniform Securities Agent State Law Examination

2019-01-10

Other Names

Andrew Samuel Merrow
Andrew Merrow

View on SEC IAPD