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Andrew Duhon

Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered 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

11 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsJun 2022 to now
  3. Birchwood Healthcare PartnersDec 2021 to May 2022
  4. Voya Investment ManagementJun 2019 to Dec 2021
  5. Voya Investments Distributor, LLCJun 2019 to Dec 2021
  6. Nesvick Trading Group, LLCDec 2017 to May 2019
  7. Altegris InvestmentsDec 2016 to Oct 2017
  8. Deawm Distributors, IncApr 2015 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (GA, TX).

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
6483109
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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