Andrew R. Wilson
STRATEGIC ADVISERS LLC | Financial Consultant, Branches
SARASOTA, FL
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CRD#: 2380275
Professional summary
Andrew Robert Wilson, CFP®, who also goes by Andrew R Wilson, Drew Robert Wilson, Andrew Robert Wilson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sarasota, Florida and FIDELITY BROKERAGE SERVICES LLC located in Sarasota, Florida.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Andrew has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Biography
I am passionate about helping clients and their families develop, implement, and maintain a personalized financial plan. Through comprehensive planning, my team and I will help you create a roadmap that is easy to understand and simple to follow.
Question & Answer
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Andrew R Wilson | Drew Robert Wilson | Andrew Robert Wilson
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.
DOLPHIN SCUBA CENTER NON INVESTMENT RELATED, 1530 EL CAMINO AVENUE, SACRAMENTO, CA 95815, SCUBA DIVING SCUBA DIVE INSTRUCTOR, MAY 2005 20-30 HOURS PER QUARTER DURING NON SECURITIES TRADING HOURS, SCUBA DIVE INSTRUCTOR RECEIVE PAYCHECK PART TIME EMPOLYMENT TYPE OF BUSINESS. ***Access/supervised person of Principal Global Investors, LLC, and will perform certain functions for Principal Global Investors and its affiliates.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Robert Wilson's 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®
CFP®
Start date: 2021
Education
California State University Sacramento
Bachelor of Arts (BA) - Communication Studies
2002
Sierra College
Associate of Science - Business Administration
1992
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 201 N Cattlemen Rd, Sarasota, FL 34243RIA
CRD#: 104555
SARASOTA, FL
Current
July 14, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 201 N Cattlemen Rd, Sarasota, FL 34243BD
CRD#: 7784
Sarasota, FL
Past
August 18, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SARASOTA, FL
Past
November 12, 2021 - June 14, 2022
PRINCIPAL ASSET MANAGEMENT
RIA
CRD#: 109002
Folsom, CA
Past
March 9, 2011 - June 14, 2022
PRINCIPAL FUNDS DISTRIBUTOR, INC.
BD
CRD#: 43261
FOLSOM, CA
Past
April 6, 2010 - March 10, 2011
CLARION ADVISORS INC.
RIA
CRD#: 131081
AUBURN, CA
Past
January 1, 2008 - April 5, 2010
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
AUBURN, CA
Past
January 1, 2008 - April 5, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
AUBURN, CA
Past
May 21, 2007 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
AUBURN, CA
Past
May 7, 2007 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
AUBURN, CA
Past
November 7, 1994 - March 7, 2007
FRANKLIN/TEMPLETON DISTRIBUTORS, LLC
BD
CRD#: 332
RANCHO CORDOVA, CA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.RR
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
RR
Alabama(3/18/2025)
RR
Alaska(12/20/2023)
RR
Arizona(9/22/2022)
RR
Arkansas(3/18/2025)
RR
California(8/10/2022)
RR
Colorado(3/18/2025)
RR
Connecticut(9/22/2022)
RR
Delaware(3/18/2025)
RR
District of Columbia(3/18/2025)
RR
Florida(7/14/2022)
IAR
Florida(3/31/2025)
RR
Georgia(5/20/2023)
RR
Hawaii(3/18/2025)
RR
Idaho(3/18/2025)
RR
Illinois(3/1/2024)
RR
Indiana(9/22/2022)
RR
Iowa(3/18/2025)
RR
Kansas(3/18/2025)
RR
Kentucky(3/18/2025)
RR
Louisiana(3/18/2025)
RR
Maine(3/18/2025)
RR
Maryland(3/18/2025)
RR
Massachusetts(3/25/2023)
RR
Michigan(9/22/2022)
RR
Minnesota(3/18/2025)
RR
Mississippi(3/18/2025)
RR
Missouri(3/18/2025)
RR
Montana(3/18/2025)
RR
Nebraska(3/18/2025)
RR
Nevada(3/18/2025)
RR
New Hampshire(3/18/2025)
RR
New Jersey(9/9/2022)
RR
New Mexico(3/18/2025)
RR
New York(3/18/2025)
RR
North Carolina(9/22/2022)
RR
North Dakota(3/18/2025)
RR
Ohio(9/23/2022)
RR
Oklahoma(8/9/2023)
RR
Oregon(3/18/2025)
RR
Pennsylvania(3/16/2023)
RR
Puerto Rico(3/18/2025)
RR
Rhode Island(3/25/2023)
RR
South Carolina(1/9/2023)
RR
South Dakota(3/18/2025)
RR
Tennessee(3/18/2025)
RR
Texas(8/11/2022)
IAR
Texas(3/31/2025)
RR
Utah(3/18/2025)
RR
Vermont(3/18/2025)
RR
Virgin Islands(3/18/2025)
RR
Virginia(1/4/2025)
RR
Washington(3/18/2025)
RR
West Virginia(3/26/2024)
RR
Wisconsin(3/18/2025)
RR
Wyoming(3/18/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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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
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.
Company Information
STRATEGIC ADVISERS LLC
Financial Consultant, BranchesCRD#: 104555Sarasota, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
