Andrew Abbattista
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2021 to now
- Equitable Advisors, LLCJan 2021 to May 2021
- UnemploymentAug 2020 to Dec 2020
- Strategy LeadersJun 2019 to Aug 2019
- Hudson Bay CapitalMay 2018 to Jul 2018
- Caritas of Port ChesterJul 2017 to Aug 2017
- University of Notre DameAug 2016 to May 2020
- Powell Catering ServicesMay 2013 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7322236
- Firm CRD
- 104555