Andrew Plympton
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsAug 2025 to now
- UnemployedMay 2025 to Aug 2025
- Driscoll ManagementJun 2024 to Aug 2024
- Checks and Balances Inc. (citizens Bank)Jun 2023 to Aug 2023
- Checks and Balances Inc. (citizens Bank)Jun 2022 to Aug 2022
- Bentley UniversityAug 2021 to May 2025
- Cross InsuranceAug 2020 to Jan 2022
- Brewed AwakeningsJun 2019 to Aug 2019
- UnemployedAug 2018 to Jun 2019
- Dunkin DonutsJun 2018 to Aug 2018
- East Greenwich High SchoolSep 2017 to May 2021
- Cole Middle SchoolAug 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 8152228
- Firm CRD
- 104555