Thomas Tai tran Andrews
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 LLCOct 2025 to now
- Fidelity InvestmentsAug 2024 to now
- UnemployedJun 2024 to Jul 2024
- Greathearts Irving Upper SchoolJul 2021 to Jun 2024
- UnemployedJun 2021 to Jul 2021
- Sandler Law Group LLCAug 2020 to Jun 2021
- UnemployedMay 2020 to Aug 2020
- Candeo Schools PeoriaJul 2019 to May 2020
- UnemployedMay 2019 to Jul 2019
- Cistercian Preparatory SchoolJun 2018 to Aug 2018
- Cistercian Preparatory SchoolDec 2017 to Jan 2018
- North Hills Preparatory SchoolSep 2017 to Dec 2017
- Black, Mann & Graham LLPMay 2017 to Aug 2017
- University of DallasAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
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
- 7976377
- Firm CRD
- 104555