Andrew J. Chase

STRATEGIC ADVISERS LLC

HUNTINGTON, NY

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CRD#: 1467972

Professional summary

Andrew Jay Chase, who also goes by Andrew J Chenofsky, Andrew Jay Chenofsky, Andrew Jay Chase, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Huntington, New York and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.

Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Andrew has worked at 12 firms and has passed the Series 66, Series 63, Series 57TO, SIE, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew J Chenofsky | Andrew Jay Chenofsky | Andrew Jay Chase

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Jay Chase's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

HUNTINGTON, NY

Current

August 2, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 900 Salem Street, Smithfield, RI 02917

CRD#: 7784

Smithfield, RI

Past

August 25, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

HUNTINGTON, NY

Past

September 10, 2021 - December 21, 2021

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

WOODBURY, NY

Past

May 3, 2021 - December 21, 2021

EQUITABLE ADVISORS, LLC

CRD#: 6627

WOODBURY, NY

Past

April 21, 2015 - February 7, 2020

DEVELOPMENT CORPORATION FOR ISRAEL

CRD#: 11148

GREAT NECK, NY

Past

January 6, 2014 - October 7, 2014

CF GLOBAL TRADING, LLC

CRD#: 104245

NEW YORK, NY

Past

June 1, 2006 - November 25, 2013

INSTINET, LLC

CRD#: 7897

NEW YORK, NY

Past

November 5, 2003 - June 1, 2006

INSTINET, LLC

CRD#: 42886

NEW YORK, NY

Past

August 1, 2000 - January 14, 2003

INSTINET, LLC

CRD#: 42886

NEW YORK, NY

Past

February 20, 1997 - August 1, 2000

REUTERS C CORPORATION

CRD#: 14408

NEW YORK, NY

Past

May 15, 1996 - July 31, 1996

SCHONFELD SECURITIES, LLC

CRD#: 23304

JERICHO, NY

Past

March 8, 1996 - June 20, 1996

GKN SECURITIES CORP.

CRD#: 19415

NEW YORK, NY

Past

June 12, 1986 - February 26, 1990

SMITH NEW COURT, INC.

CRD#: 10510

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(8/2/2022)

Alaska
(8/2/2022)

Arizona
(8/2/2022)

Arkansas
(8/2/2022)

California
(8/2/2022)

Colorado
(8/2/2022)

Connecticut
(8/2/2022)

Delaware
(8/2/2022)

District of Columbia
(8/2/2022)

Florida
(8/2/2022)

Georgia
(8/2/2022)

Hawaii
(8/2/2022)

Idaho
(8/2/2022)

Illinois
(8/2/2022)

Indiana
(8/2/2022)

Iowa
(8/2/2022)

Kansas
(8/2/2022)

Kentucky
(8/2/2022)

Louisiana
(8/2/2022)

Maine
(8/2/2022)

Maryland
(8/2/2022)

Massachusetts
(8/2/2022)

Michigan
(8/2/2022)

Minnesota
(8/2/2022)

Mississippi
(8/2/2022)

Missouri
(8/2/2022)

Montana
(8/2/2022)

Nebraska
(8/2/2022)

Nevada
(8/2/2022)

New Hampshire
(8/2/2022)

New Jersey
(8/2/2022)

New Mexico
(8/2/2022)

New York
(8/2/2022)

IAR

New York
(3/31/2025)

North Carolina
(8/2/2022)

North Dakota
(8/2/2022)

Ohio
(8/3/2022)

Oklahoma
(8/2/2022)

Oregon
(8/2/2022)

Pennsylvania
(8/2/2022)

Puerto Rico
(8/2/2022)

Rhode Island
(8/2/2022)

South Carolina
(8/2/2022)

South Dakota
(8/2/2022)

Tennessee
(8/2/2022)

Texas
(8/2/2022)

IAR

Texas
(3/31/2025)

Utah
(8/2/2022)

Vermont
(8/2/2022)

Virginia
(8/2/2022)

Washington
(8/2/2022)

West Virginia
(8/2/2022)

Wisconsin
(8/2/2022)

Wyoming
(8/2/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/9/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/24/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 12/15/1999

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 3/7/1996

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Andrew J. Chase

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Jay Chase's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

DEVELOPMENT CORPORATION FOR ISRAEL

CF GLOBAL TRADING, LLC

INSTINET, LLC

INSTINET, LLC

INSTINET, LLC

REUTERS C CORPORATION

SCHONFELD SECURITIES, LLC

GKN SECURITIES CORP.

SMITH NEW COURT, INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/9/2021

Series 63

Date: 5/24/1996

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 12/15/1999

Series 7

Date: 3/7/1996

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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