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Andrew Brooks Hellstedt

Kmg Fiduciary Partners, LLC

Charlotte, NC

Toledo, OH

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Current Employers
Kmg Fiduciary Partners, Llc

7530 Kings Pointe Road, Toledo, OH 43617 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-19
  • NC RA
    APPROVED
    Since 2026-01-19

Branch Locations

Charlotte, NC • United States

7530 Kings Pointe Road, Toledo, OH 43617 • 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 Charlotte NC 06/2023 12/2025
Worthington Industries Columbus OH 05/2022 11/2022
S&S Tire Lexington KY 06/2021 08/2021
The Ohio State University Columbus OH 08/2022 05/2023
The Ohio State University Columbus OH 08/2021 05/2022
The Ohio State University Columbus OH 08/2020 05/2021
The Ohio State University Columbus OH 08/2019 05/2020
Upper Arlington High School Columbus OH 08/2018 05/2019
Upper Arlington High School Columbus OH 08/2017 05/2018
Upper Arlington High School Columbus OH 08/2016 05/2017
Petland Columbus OH 09/2021 02/2023
Smoothie King Columbus OH 06/2018 08/2018
Kmg Fiduciary Partners, Llc Charlotte NC 01/2026 Present
  • 06/2023 → 12/2025
    Fidelity Investments
    Charlotte, NC
  • 05/2022 → 11/2022
    Worthington Industries
    Columbus, OH
  • 06/2021 → 08/2021
    S&S Tire
    Lexington, KY
  • 08/2022 → 05/2023
    The Ohio State University
    Columbus, OH
  • 08/2021 → 05/2022
    The Ohio State University
    Columbus, OH
  • 08/2020 → 05/2021
    The Ohio State University
    Columbus, OH
  • 08/2019 → 05/2020
    The Ohio State University
    Columbus, OH
  • 08/2018 → 05/2019
    Upper Arlington High School
    Columbus, OH
  • 08/2017 → 05/2018
    Upper Arlington High School
    Columbus, OH
  • 08/2016 → 05/2017
    Upper Arlington High School
    Columbus, OH
  • 09/2021 → 02/2023
    Petland
    Columbus, OH
  • 06/2018 → 08/2018
    Smoothie King
    Columbus, OH
  • 01/2026 → Present
    Kmg Fiduciary Partners, Llc
    Charlotte, NC
Previous Registrations
  • 2025-03-31 → 2026-01-08
    Strategic Advisers Llc
    Charlotte, NC
    Charlotte, NC
    Boston, MA
  • 2023-10-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-30
  • S66 Uniform Combined State Law Examination
    2023-08-30
Other Names
  • Drew Hellstedt

View on SEC IAPD

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