Andrew S. Byers
Professional summary
Andrew Scott Byers, CFP®, who also goes by Andrew Scott Byers, Andrew S Byers, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Upper Black Eddy, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Warrington, Pennsylvania.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Andrew has worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Scott Byers's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2009
Education
Drexel University
Bachelor of Science (BS) - Psychology
1999
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1520 Main St Ste 201, Warrington, PA 18976-3406April 13, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1520 Main St, Ste 201, Warrington, PA 18976-3401July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
May 1, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
March 30, 2016 - October 20, 2016
REGENTATLANTIC
February 13, 2015 - January 26, 2016
HENNION & WALSH ASSET MANAGEMENT, INC.
August 17, 2012 - January 26, 2016
HENNION & WALSH, INC.
November 14, 2011 - April 23, 2012
TRIAD ADVISORS LLC
February 14, 2011 - May 8, 2012
PRESTIGE WEALTH MANAGEMENT GROUP, LLC
January 13, 2011 - November 29, 2011
LPL FINANCIAL LLC
November 19, 2010 - November 29, 2011
LPL FINANCIAL LLC
April 18, 2005 - July 3, 2006
IDS LIFE INSURANCE COMPANY
April 18, 2005 - September 27, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
January 1, 2004 - March 29, 2005
PNC WEALTH MANAGEMENT LLC
January 1, 2004 - March 29, 2005
PNC WEALTH MANAGEMENT LLC
December 2, 2003 - January 1, 2004
J.J.B. HILLIARD, W.L. LYONS, LLC
September 2, 2003 - January 1, 2004
J.J.B. HILLIARD, W.L. LYONS, LLC
February 9, 2000 - July 7, 2003
IDS LIFE INSURANCE COMPANY
February 9, 2000 - July 7, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
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
(7/29/2024)
(7/8/2022)
(4/24/2025)
(4/22/2021)
(12/4/2020)
(5/24/2024)
(11/23/2022)
(9/1/2020)
(10/3/2025)
(4/13/2017)
(12/1/2022)
(1/6/2023)
(1/7/2022)
(4/13/2017)
(3/31/2025)
(7/1/2021)
(4/8/2022)
(3/31/2025)
(3/25/2023)
(12/26/2019)
(12/9/2020)
(3/4/2022)
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555Upper Black Eddy, PATRUST BUT VERIFY
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