Andrew Adams
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2023 to now
- Transportation Security AdministrationNov 2022 to Jan 2023
- AmazonFeb 2022 to Dec 2022
- Guaranteed Rate AfinitySep 2020 to Nov 2022
- AmazonDec 2019 to Jun 2020
- Select Portfolio ServicingOct 2019 to Sep 2020
- Ken Garff HondaJun 2019 to Oct 2019
- ProgrexionFeb 2019 to Jun 2019
- IdentrustOct 2018 to Feb 2019
- Wells Fargo BankOct 2018 to Oct 2018
- UnemployedJun 2018 to Oct 2018
- HssJun 2018 to Jun 2018
- Veterans First MortgageOct 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7034274
- Firm CRD
- 104555