Andrew C. Dietrich
Professional summary
Andrew C Dietrich, CFP®, who also goes by Andrew Colin Dietrich, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Milton, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Boston, Massachusetts.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Andrew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew C Dietrich's CRS (Customer Relationship Summary).
Certified licenses
Education
Boston University
Master of Business Administration (MBA) - Leadership and Organizational Transformation
2016
American University
Bachelor of Business Administration - Enterprise Management
2005
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 155 Congress St, Boston, MA 02110January 30, 2008 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 155 Congress St, Boston, MA 02110July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
February 17, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
November 8, 2005 - January 16, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
November 8, 2005 - January 16, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
September 8, 2005 - October 25, 2005
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
(10/8/2021)
(3/2/2024)
(10/13/2011)
(8/14/2017)
(1/30/2008)
(1/6/2015)
(9/19/2019)
(1/30/2008)
(9/19/2019)
(9/16/2025)
(7/25/2018)
(1/30/2008)
(12/13/2021)
(1/30/2008)
(3/31/2025)
(5/19/2023)
(9/19/2019)
(9/16/2025)
(1/30/2008)
(10/8/2012)
(1/4/2025)
(1/30/2008)
(8/15/2017)
(1/24/2017)
(12/3/2012)
(1/30/2008)
(2/12/2021)
(8/13/2021)
(7/12/2010)
(3/31/2025)
(4/24/2023)
(1/30/2008)
(9/19/2019)
(3/15/2023)
(10/8/2021)
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Milton, MATRUST BUT VERIFY
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