Andrew Rogers
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 InvestmentsMar 2023 to now
- Walmart IncDec 2022 to Feb 2023
- Oracle NetsuiteFeb 2022 to Nov 2022
- Amazon IncJun 2021 to Jun 2021
- TeslaApr 2021 to Jan 2022
- Walmart IncApr 2020 to Apr 2021
- Ingram MicroDec 2019 to Jul 2020
- Burlington Coat FactoryOct 2019 to Jan 2020
- Strategic Financial SolutionsOct 2018 to Aug 2019
- Transformco (sears)Oct 2018 to Oct 2018
- Walmart IncOct 2016 to Oct 2018
- Buffalo State College/universityAug 2014 to Aug 2018
- Transit Drive In TheatreMay 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7716414
- Firm CRD
- 104555