Amanda R. Lansdell

STRATEGIC ADVISERS LLC

ROCKLEDGE, FL

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CRD#: 2624804

Professional summary

Amanda R. Lansdell, who also goes by Amanda R Lansdell, Amanda Rae Lansdell, Amanda Rae Warren, Amanda Warren, Mandee Warren, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Rockledge, Florida and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.

Amanda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Amanda has worked at 13 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amanda R Lansdell | Amanda Rae Lansdell | Amanda Rae Warren | Amanda Warren | Mandee Warren

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 Amanda R. Lansdell'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

ROCKLEDGE, FL

Current

September 28, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246

CRD#: 7784

Jacksonville, FL

Past

November 10, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

WINTER PARK, FL

Past

December 17, 2019 - June 11, 2021

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

WINTER PARK, FL

Past

February 22, 2019 - November 8, 2019

G. A. REPPLE & COMPANY

CRD#: 17486

CASSELBERRY, FL

Past

March 7, 2011 - March 8, 2017

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

JERSEY CITY, NJ

Past

May 7, 2010 - December 1, 2010

DIRECTED SERVICES LLC

RIA

CRD#: 21675

SCOTTSDALE, AZ

Past

May 6, 2010 - December 1, 2010

DIRECTED SERVICES LLC

CRD#: 21675

WEST CHESTER, PA

Past

January 21, 2004 - April 21, 2010

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

June 18, 2003 - January 21, 2004

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Past

August 2, 2002 - February 19, 2003

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

August 1, 2002 - August 22, 2002

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

November 3, 1999 - December 31, 2000

VICTORY CAPITAL SERVICES, INC.

CRD#: 37059

BROOKLYN, OH

Past

June 24, 1998 - September 15, 1999

ADVEST, INC.

CRD#: 10

HARTFORD, CT

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
(11/8/2021)

Alaska
(11/8/2021)

Arizona
(11/19/2021)

Arkansas
(11/8/2021)

California
(11/8/2021)

Colorado
(11/9/2021)

Connecticut
(11/8/2021)

Delaware
(11/10/2021)

District of Columbia
(11/16/2021)

Florida
(10/28/2021)

IAR

Florida
(3/31/2025)

Georgia
(11/9/2021)

Hawaii
(11/9/2021)

Idaho
(11/8/2021)

Illinois
(11/9/2021)

Indiana
(11/9/2021)

Iowa
(11/9/2021)

Kansas
(11/8/2021)

Kentucky
(11/12/2021)

Louisiana
(11/8/2021)

Maine
(11/8/2021)

Maryland
(11/10/2021)

Massachusetts
(11/9/2021)

Michigan
(11/10/2021)

Minnesota
(11/8/2021)

Mississippi
(11/8/2021)

Missouri
(11/8/2021)

Montana
(11/8/2021)

Nebraska
(11/10/2021)

Nevada
(11/17/2021)

New Hampshire
(11/15/2021)

New Jersey
(11/8/2021)

New Mexico
(11/8/2021)

New York
(11/8/2021)

North Carolina
(11/10/2021)

North Dakota
(11/15/2021)

Ohio
(11/8/2021)

Oklahoma
(11/8/2021)

Oregon
(11/17/2021)

Pennsylvania
(11/9/2021)

Puerto Rico
(11/9/2021)

Rhode Island
(11/12/2021)

South Carolina
(11/8/2021)

South Dakota
(11/29/2021)

Tennessee
(11/9/2021)

Texas
(11/8/2021)

IAR

Texas
(3/31/2025)

Utah
(11/8/2021)

Vermont
(11/8/2021)

Virginia
(11/8/2021)

Washington
(11/8/2021)

West Virginia
(11/16/2021)

Wisconsin
(11/10/2021)

Wyoming
(11/8/2021)

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: 11/4/2021

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/24/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/30/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/8/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/15/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 1/6/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 12/19/2022

General Securities Sales Supervisor - General Module 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

Amanda R. Lansdell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda R. Lansdell's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RAYMOND JAMES & ASSOCIATES, INC.

G. A. REPPLE & COMPANY

COREBRIDGE CAPITAL SERVICES, INC.

DIRECTED SERVICES LLC

DIRECTED SERVICES LLC

PACIFIC SELECT DISTRIBUTORS, LLC

KEYBANC CAPITAL MARKETS INC.

GUARDIAN INVESTOR SERVICES LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

VICTORY CAPITAL SERVICES, INC.

ADVEST, INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/4/2021

Series 65

Date: 8/24/1998

Series 63

Date: 4/30/1998

SIE

Date: 3/8/2017

Series 7

Date: 4/15/1998

Series 9

Date: 1/6/2023

Series 10

Date: 12/19/2022

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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