Andrew Medina
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Andrew Medina? Claim your profile
Contact this firm
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 LLCMay 2026 to now
- Fidelity InvestmentsOct 2025 to now
- Suburban Home Health CareJun 2023 to Aug 2023
- Bentley UniversitySep 2022 to May 2025
- Quieto Consultant EngineersAug 2021 to Oct 2025
- Horizon BeverageAug 2021 to Jul 2025
- Kellys Place A Family RestaurantMay 2021 to Sep 2025
- Bjs Wholesale ClubNov 2020 to Mar 2021
- Provost Companies IncSep 2019 to Feb 2020
- Roxannes TacqueriaJan 2019 to Sep 2021
- UnemployedJan 2015 to Sep 2019
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
- 8183505
- Firm CRD
- 104555