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Andrew J. Vollman

Strategic Advisers LLC

Lawrenceburg, IN

Covington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-31
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IN RA
    APPROVED
    Since 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lawrenceburg, IN • United States

100 Howe Drive, Covington, KY 41015-5000 • 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 Brokerage Services Llc Covington KY 01/2017 Present
Infiniteam Management Group Llc Greendale IN 01/2015 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 01/2017 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 01/2015 → 12/2016
    Infiniteam Management Group Llc
    Greendale, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-29
S63 Uniform Securities Agent State Law Examination 2017-02-24
  • S66 Uniform Combined State Law Examination
    2023-12-29
  • S63 Uniform Securities Agent State Law Examination
    2017-02-24
Other Names
  • Andrew Joseph Vollman
  • Andy Vollman
  • Andrew Vollman

View on SEC IAPD

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