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Andrew Vance

Strategic Advisers LLC

Lakewood, CO

Greenwood Village, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-07-09
TX RA APPROVED 2025-07-09
  • CO RA
    APPROVED
    Since 2025-07-09
  • TX RA
    APPROVED
    Since 2025-07-09

Branch Locations

Lakewood, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Charles Schwab & Co., Inc. Lone Tree CO 12/2016 03/2017
Vance Brothers Denver CO 05/2016 11/2016
Unemployed Lakewood CO 04/2017 05/2017
Vance Brothers Denver CO 05/2017 05/2025
West And Main Homes Lakewood CO 06/2022 10/2024
Fidelity Investments Greenwood Village CO 05/2025 Present
  • 12/2016 → 03/2017
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 05/2016 → 11/2016
    Vance Brothers
    Denver, CO
  • 04/2017 → 05/2017
    Unemployed
    Lakewood, CO
  • 05/2017 → 05/2025
    Vance Brothers
    Denver, CO
  • 06/2022 → 10/2024
    West And Main Homes
    Lakewood, CO
  • 05/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-02
  • S66 Uniform Combined State Law Examination
    2025-07-02
Other Names
  • Andrew Warren Vance
  • Drew Vance

View on SEC IAPD

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