Andrew J. Mcguire
Investment adviser representative at Strategic Advisers LLC
21 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
21 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2021 to now
- TD AmeritradeSep 2019 to Apr 2021
- Rainbow TreecareMay 2019 to Aug 2019
- Crown BankMay 2018 to Jan 2019
- Creighton UniversityAug 2017 to May 2021
- Waters Restaurant GroupSep 2016 to Jan 2018
- Edina Public SchoolsSep 2005 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7168853
- Firm CRD
- 104555