Andrea Paton

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

• 01/2024 → Present
  Fidelity Investments
  Durham, NC
• 05/2016 → 10/2019
  Washington County Mental Health Services
  Vermont, VT
• 11/2019 → 01/2020
  Home Goods
  North Carolina, NC
• 01/2020 → 05/2020
  The Goddard School
  North Carolina, NC
• 02/2023 → 08/2023
  Millennial Pixels
  North Carolina, NC
• 02/2020 → 12/2023
  Bodi Llc
  California, CA
• 12/2023 → 12/2023
  Nc Dept Of Health & Human Services
  North Carolina, NC
• 01/2022 → 04/2023
  Carly Bailey
  North Carolina, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-06-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Mebane, NC
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-05-16

Other Names

• Andrea Neville