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Andrew W. Kaski

Strategic Advisers LLC

Chestnut Hill, MA

Marshfield, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

220 Boylston St Suite C115, Chestnut Hill, MA 02467-2077 • United States

Marshfield, MA • 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
New Seabury Country Club Mashpee MA 06/2015 09/2017
University Of New Hampshire Durham NH 09/2013 05/2017
University Of New Hampshire Durham NH 09/2013 05/2017
New York Life Insurance Co. Waltham MA 03/2017 07/2017
Nylife Securities Llc Waltham MA 07/2017 01/2018
Fidelity Brokerage Llc Merrimack NH 02/2018 Present
University Of New Hampshire Durham NH 10/2016 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 09/2017
    New Seabury Country Club
    Mashpee, MA
  • 09/2013 → 05/2017
    University Of New Hampshire
    Durham, NH
  • 09/2013 → 05/2017
    University Of New Hampshire
    Durham, NH
  • 03/2017 → 07/2017
    New York Life Insurance Co.
    Waltham, MA
  • 07/2017 → 01/2018
    Nylife Securities Llc
    Waltham, MA
  • 02/2018 → Present
    Fidelity Brokerage Llc
    Merrimack, NH
  • 10/2016 → 05/2017
    University Of New Hampshire
    Durham, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-09
S63 Uniform Securities Agent State Law Examination 2017-10-13
  • S66 Uniform Combined State Law Examination
    2018-07-09
  • S63 Uniform Securities Agent State Law Examination
    2017-10-13
Other Names
  • Drew William Kaski
  • Andrew William Kaski
  • Andrew Kaski

View on SEC IAPD

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SCHWAB WEALTH ADVISORY, INC.
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CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRIBECA INVESTMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

Jonas Cole Killeen
TIFFANI L LEARY
ALEXANDER GURIN
RICARDO MONTEIRO
K WYATT WILMSHURST
John Doherty
JAMES THOMAS DUGAN
SAMUEL SMITH

Other Offices

CHARLES SCHWAB & CO., INC. · Chestnut Hill, MA
SCHWAB WEALTH ADVISORY, INC. · Chestnut Hill, MA
ESPLANADE CAPITAL LLC · CHESTNUT HILL, MA
CITIZENS SECURITIES, INC. · CHESTNUT HILL, MA
COMMONWEALTH FINANCIAL NETWORK · CHESTNUT HILL, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHESTNUT HILL, MA
TRIBECA INVESTMENT INC. · CHESTNUT HILL, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newton, MA

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