Andrew Bean
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2023 to now
- Bank of America N.A.Nov 2022 to Jan 2023
- Merrill LynchOct 2022 to Nov 2022
- Mass Mutual Life Insurance CompanyJul 2020 to Oct 2022
- MML Investors Services, LLCJul 2020 to Oct 2022
- Guardian Life Insurance CompanyJan 2020 to Jul 2020
- Lifetime Financial GrowthJan 2020 to Jul 2020
- Park Avenue SecuritiesJan 2020 to Jul 2020
- UnemployedNov 2019 to Jan 2020
- Proequities IncSep 2014 to Nov 2019
- Protective LifeSep 2014 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6290154
- Firm CRD
- 104555