Andrew Warren
Investment adviser representative at Strategic Advisers LLC
16 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
16 years in the industry.
- Strategic Advisers LLCJun 2025 to now
- Fidelity InvestmentsJan 2025 to now
- UnemployedAug 2024 to Jan 2025
- Bell TextronJul 2023 to Aug 2024
- Miami UniversityAug 2022 to Jul 2023
- Textron IncMay 2022 to Aug 2022
- Miami UniversityAug 2021 to May 2022
- Airtx InternationalMay 2021 to Aug 2021
- Miami UniversityAug 2020 to May 2021
- Cincinnati Sports ClubMay 2020 to Aug 2020
- Miami UniversityAug 2019 to May 2020
- Hyde Park Country ClubMay 2019 to Aug 2019
- Miami UniversityAug 2018 to May 2019
- Summit Country Day Summer CampMay 2018 to Aug 2018
- Grade School StudentMay 2010 to May 2018
Exams passed
- 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
- 8035428
- Firm CRD
- 104555