Andrew Vaughan

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

• 10/2015 → 02/2020
  Wells Fargo Bank, Na
  Murray, UT
• 02/2018 → 02/2020
  Wells Fargo Clearing Services, Llc
  Murray, UT
• 05/2020 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-07-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2018-06-05 → 2020-03-04
  Wells Fargo Clearing Services, Llc
  Riverton, UT
  Murray, UT
  Salt Lake City, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-04
• S63 Uniform Securities Agent State Law Examination
  2018-05-10

Other Names

• Andrew Vaughan
• Andrew Ronald Vaughan