Andrew W Sweet
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsNov 2022 to now
- Cambridge Investment Research Advisors, Inc.Apr 2022 to Oct 2022
- Cambridge Investment Research, Inc.Feb 2022 to Oct 2022
- Whitney Peak HotelJul 2021 to Sep 2021
- University of Nevada, RenoJan 2018 to Dec 2021
- Somersett Gold & Country ClubJan 2017 to Jan 2018
- Somersett Golf & Country ClubAug 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7498963
- Firm CRD
- 104555