Andrea G. Avitabile
Professional summary
Andrea Gaetano Avitabile, who also goes by Andrea Lynda Avitabile, Andrea Gaetano Dougherty, Andrea L Gaetano, Andrea Lynda Gaetano, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Stamford, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in Rockville, Maryland.
Andrea is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Andrea has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrea Gaetano Avitabile's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
June 22, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 101 Monroe Street Rm 627, Rockville, MD 20850July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
July 6, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
September 17, 2013 - June 6, 2016
CHARLES SCHWAB & CO., INC.
April 15, 2013 - June 6, 2016
CHARLES SCHWAB & CO., INC.
January 20, 2012 - March 22, 2013
HSBC SECURITIES (USA) INC.
March 10, 2009 - January 5, 2012
KEY INVESTMENT SERVICES LLC
January 1, 2008 - January 27, 2009
HSBC SECURITIES (USA) INC.
April 12, 2005 - January 27, 2009
HSBC SECURITIES (USA) INC.
December 3, 2003 - March 16, 2005
PURSHE KAPLAN STERLING INVESTMENTS
August 26, 2002 - December 12, 2003
M&T SECURITIES, INC.
January 4, 2002 - September 12, 2002
SII INVESTMENTS, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(6/1/2020)
(9/15/2021)
(6/22/2016)
(3/31/2025)
(9/15/2021)
(9/15/2021)
(6/22/2016)
(9/15/2021)
(9/15/2021)
(9/15/2021)
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(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/14/2021)
(6/22/2016)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(10/17/2019)
(6/22/2016)
(3/31/2025)
(9/15/2021)
(6/22/2016)
(3/31/2025)
(4/20/2017)
(9/15/2021)
(9/16/2021)
(9/15/2021)
(9/15/2021)
(6/22/2016)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(3/31/2025)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
(9/15/2021)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
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 |
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.
