Andrea Renee Bzinak
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Ameriprise Financial Services, LLCAug 2022 to Jun 2023
- The RoostOct 2020 to Jul 2022
- StarbucksApr 2020 to Oct 2020
- Bj's RestaurantJan 2020 to Aug 2020
- University of Nevada, RenoJun 2018 to May 2022
- StarbucksJun 2017 to Aug 2019
- Las Vegas Athletic ClubOct 2016 to Aug 2017
- Southeast Career Technical AcademyJun 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 7614101
- Firm CRD
- 104555