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Andrew Shea Lange

Strategic Advisers LLC

Durham, NC

Raleigh, NC

CRD 7658009

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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

AuthorityCategoryStatusDate
NC RA APPROVED 2026-08-26
TX RA APPROVED 2026-08-26
  • NC RA
    APPROVED
    Since 2026-08-26
  • TX RA
    APPROVED
    Since 2026-08-26

Branch Locations

100 New Millennium Way, Durham, NC 27709 • United States

Raleigh, NC • 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
Fidelity Investments Durham NC 07/2023 Present
Northwestern Mutual Raleigh NC 11/2022 02/2023
Allpack Fulfillment Butner NC 05/2022 11/2022
Mckim & Creed Charlotte NC 05/2021 08/2021
Juicekeys Raleigh NC 01/2020 01/2021
Unemployment Raleigh NC 02/2023 07/2023
North Carolina State University Raleigh NC 08/2019 05/2022
Wake Technical Community College Raleigh NC 08/2018 08/2019
Millbrook High School Raleigh NC 08/2014 05/2018
Pro 3:5 Sports Acdemy Raleigh NC 02/2017 08/2019
  • 07/2023 → Present
    Fidelity Investments
    Durham, NC
  • 11/2022 → 02/2023
    Northwestern Mutual
    Raleigh, NC
  • 05/2022 → 11/2022
    Allpack Fulfillment
    Butner, NC
  • 05/2021 → 08/2021
    Mckim & Creed
    Charlotte, NC
  • 01/2020 → 01/2021
    Juicekeys
    Raleigh, NC
  • 02/2023 → 07/2023
    Unemployment
    Raleigh, NC
  • 08/2019 → 05/2022
    North Carolina State University
    Raleigh, NC
  • 08/2018 → 08/2019
    Wake Technical Community College
    Raleigh, NC
  • 08/2014 → 05/2018
    Millbrook High School
    Raleigh, NC
  • 02/2017 → 08/2019
    Pro 3:5 Sports Acdemy
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-21
S63 Uniform Securities Agent State Law Examination 2023-11-28
  • S66 Uniform Combined State Law Examination
    2026-08-21
  • S63 Uniform Securities Agent State Law Examination
    2023-11-28
Other Names
  • Andrew Shea Lange
  • Andrew Lange

View on SEC IAPD

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