Andrew Shapiro

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

• 03/2022 → Present
  Fidelity Investments
  Durham, NC
• 07/2021 → 02/2022
  Liberty Mutual Insurance
  Raleigh, NC
• 08/2020 → 07/2021
  Plymouth Rock Assurance
  Woodbridge, NJ
• 12/2019 → 08/2020
  Enterprise Rent-A-Car
  Wilmington, NC
• 07/2019 → 12/2019
  Enterprise Rent-A-Car
  Shallotte, NC
• 04/2018 → 07/2019
  Enterprise Rent-A-Car
  Newark, NJ
• 11/2017 → 04/2018
  Enterprise Rent-A-Car
  New Brunswick, NJ
• 12/2016 → 11/2017
  Enterprise Rent-A-Car
  Colonia, NJ
• 06/2015 → 12/2016
  Township Of Woodbridge
  Woodbridge, NJ

Other Businesses

OBA-95838|OrgNmn:Raleigh Ice Hockey Oficials Association|Org Addr:Apex,North Caro,US|OBA Nature:Ice Hockey officiating group|Invst Rel:N|Title:Independent Contractor|Duties:Officiate adult ice hockey for the Polar Adult Hockey League|StrtDt:05-02-22|TotHrs/mon:40|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2026-08-24
• S63 Uniform Securities Agent State Law Examination
  2023-02-13

Other Names

• Andrew Brian Shapiro
• Andrew Shapiro