Andrew Schneider
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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
10 years in the industry.
- Strategic Advisers LLCApr 2026 to now
- Fidelity InvestmentsOct 2025 to now
- Unibank for Savings (government Banking - Unipay)Oct 2022 to Oct 2025
- Polyvinyl Films, IncJul 2021 to Aug 2021
- Pinned GolfJan 2021 to May 2021
- Assumption UniversityAug 2019 to May 2022
- Tony's Sutton Pizza Restaurant (now Js & Jl Inc)Aug 2018 to Oct 2022
- Children's Haven IncJul 2018 to Aug 2018
- Calvin College (now Calvin University)Sep 2017 to Dec 2017
- Calvin UniversityAug 2017 to May 2018
- Dufficy Enterprises, Inc.Jun 2017 to Aug 2018
- Koopman LumberAug 2016 to Feb 2019
- Naplia (now Mcgowanpro)Mar 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, 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
- 8183466
- Firm CRD
- 104555