Andres Lopez
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 LLCMay 2026 to now
- Fidelity InvestmentsOct 2025 to now
- Santander BankAug 2025 to Oct 2025
- Barton AssociatesFeb 2024 to Jun 2025
- Hollister CoJul 2023 to Oct 2023
- J. CrewJun 2023 to Aug 2023
- Intricate LLCOct 2022 to Oct 2025
- UnemployedSep 2022 to Sep 2022
- Cvs PharmacyJun 2022 to Aug 2022
- UnemployedSep 2021 to May 2022
- Haverhill BankOct 2019 to Aug 2021
- UnemployedJan 2019 to Sep 2019
- Uno Pizzeria & GrillJun 2018 to Jun 2018
- Hughes Entertainment IncJan 2018 to Dec 2018
- UnemployedJan 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 8183634
- Firm CRD
- 104555