Best Investors Account Sign in
Claim This Profile
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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
VA RA APPROVED 2025-03-31
  • DC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

1725 Duke Street Suite Gr05, Alexandria, VA 22314-3457 • United States

Washington, DC • 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
Carrabas Italian Grill Midlothian VA 06/2021 08/2021
In School Richmond VA 05/2014 05/2020
Doordash Richmond VA 06/2020 05/2021
Washington And Lee University Athletic Communications Lexington VA 09/2022 05/2023
Fidelity Investments Alexandria VA 06/2024 Present
In School At Washington And Lee Lexington VA 09/2021 05/2022
Abc 7 Wjla Washington D.C. Arlington VA 06/2023 08/2023
Cbs 19 Charlottesville Charlottesville VA 06/2022 08/2022
Virginia Military Institute Lexington VA 09/2023 05/2024
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 08/2021
    Carrabas Italian Grill
    Midlothian, VA
  • 05/2014 → 05/2020
    In School
    Richmond, VA
  • 06/2020 → 05/2021
    Doordash
    Richmond, VA
  • 09/2022 → 05/2023
    Washington And Lee University Athletic Communications
    Lexington, VA
  • 06/2024 → Present
    Fidelity Investments
    Alexandria, VA
  • 09/2021 → 05/2022
    In School At Washington And Lee
    Lexington, VA
  • 06/2023 → 08/2023
    Abc 7 Wjla Washington D.C.
    Arlington, VA
  • 06/2022 → 08/2022
    Cbs 19 Charlottesville
    Charlottesville, VA
  • 09/2023 → 05/2024
    Virginia Military Institute
    Lexington, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Alexandria, VA
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-23
  • S66 Uniform Combined State Law Examination
    2024-10-23
Other Names
  • Andrew J Arnold
  • Andrew Arnold

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Alexandria, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor