Andrew H. Vantienderen
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
ORLANDO, FL
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CRD#: 5149679
Professional summary
Andrew Henry Vantienderen, CFP®, who also goes by Andrew Henry Vantienderen, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Orlando, Florida and FIDELITY BROKERAGE SERVICES LLC located in Winter Park, Florida.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Andrew has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.
Biography
Through my years with Fidelity I have helped clients navigate critical financial decisions for them and their families. I have come to understand that Financial Decisions cannot be made as stand alone decisions; that the family system is connected and integral to the planning process. I believe that Wealth is not generated by Accident, and it is my commitment to help you Develop a Personalized Plan that is built around your Family System and work toward your Financial Goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrew Henry Vantienderen
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.
OAA#: 26331 | ORG NAME:DOTERRA ESSENTAIL OILS | ORG ADDR:THE VILLAGES, FL, US | NATURE OF BUS:DISTRIBUTION NETWORK FOR OILS | INVST REL:N | TITLE:CONSULTANT | DUTIES:INFORM INDIVIDUALS ABOUT THE OILS AND ORDER PRODUCTS TO FULFILL ORDERS. | START DT:02/02/2014 | TOTAL HRS P/M:2 | SEC TRDNG HRS P/M:0
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Henry Vantienderen'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®
Education
University of Utah
Bachelor of Science (BS) - Accounting
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 900 North Orlando Ave, Winter Park, FL 32789-2924RIA
CRD#: 104555
ORLANDO, FL
Current
January 1, 2008 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 North Orlando Ave, Winter Park, FL 32789-2924BD
CRD#: 7784
WINTER PARK, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ALTAMONTE SPRINGS, FL
Past
February 21, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ALTAMONTE SPRINGS, FL
Past
August 7, 2006 - January 1, 2008
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SALT LAKE CITY, UT
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(4/15/2022)
RR
Alaska(4/15/2022)
RR
Arizona(4/23/2020)
RR
Arkansas(4/15/2022)
RR
California(10/8/2021)
RR
Colorado(4/15/2022)
RR
Connecticut(3/2/2022)
RR
Delaware(4/15/2022)
RR
District of Columbia(4/15/2022)
RR
Florida(1/1/2008)
IAR
Florida(3/31/2025)
RR
Georgia(1/1/2008)
RR
Hawaii(3/4/2022)
RR
Idaho(4/15/2022)
RR
Illinois(4/23/2020)
RR
Indiana(4/15/2022)
RR
Iowa(4/15/2022)
RR
Kansas(2/10/2020)
RR
Kentucky(4/15/2022)
RR
Louisiana(4/15/2022)
RR
Maine(4/15/2022)
RR
Maryland(1/14/2020)
RR
Massachusetts(10/9/2019)
RR
Michigan(4/15/2022)
RR
Minnesota(8/25/2021)
RR
Mississippi(4/15/2022)
RR
Missouri(1/14/2020)
RR
Montana(4/18/2022)
RR
Nebraska(4/15/2022)
RR
Nevada(4/15/2022)
RR
New Hampshire(2/3/2020)
RR
New Jersey(10/9/2020)
RR
New Mexico(4/15/2022)
RR
New York(4/15/2022)
RR
North Carolina(10/9/2019)
RR
North Dakota(4/15/2022)
RR
Ohio(9/21/2020)
RR
Oklahoma(4/15/2022)
RR
Oregon(4/15/2022)
RR
Pennsylvania(4/23/2020)
RR
Puerto Rico(4/15/2022)
RR
Rhode Island(4/15/2022)
RR
South Carolina(2/17/2021)
RR
South Dakota(4/15/2022)
RR
Tennessee(8/8/2020)
RR
Texas(4/15/2022)
IAR
Texas(3/31/2025)
RR
Utah(4/15/2022)
RR
Vermont(4/15/2022)
RR
Virgin Islands(4/15/2022)
RR
Virginia(11/6/2019)
RR
Washington(3/17/2020)
RR
West Virginia(2/17/2021)
RR
Wisconsin(8/8/2020)
RR
Wyoming(4/15/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President Private Wealth Management AdvisorCRD#: 104555Orlando, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
