Andrew Weinberg
STRATEGIC ADVISERS | Vice President, Financial Consultant
DENVER, CO
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CRD#: 5444453
Professional summary
Andrew Weinberg, CFP®, who also goes by Andrew Lee Weinberg, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Denver, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Denver, Colorado.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Andrew has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
In financial planning, every client's situation is uniquely different. My goal is always the same; to add value in every client interaction. A financial plan is not a destination, it is a journey. My goal is to make your journey a more enjoyable ride.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Andrew Lee Weinberg
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.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Weinberg'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: 2019
Education
University of Iowa
Bachelor of Arts (BA) - Communication Studies
1992
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1801 Wewatta St. Suite 100 And 925, Denver, CO 80202RIA
CRD#: 104555
DENVER, CO
Current
November 15, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1801 Wewatta St. Suite 100 And 925, Denver, CO 80202BD
CRD#: 7784
Denver, CO
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DENVER, CO
Past
February 10, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DENVER, CO
Past
August 13, 2010 - October 22, 2013
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
ENGLEWOOD, CO
Past
March 28, 2008 - October 22, 2013
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
ENGLEWOOD, CO
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
Alaska(8/8/2023)
RR
Arizona(1/29/2014)
RR
California(7/18/2017)
RR
Colorado(1/16/2014)
IAR
Colorado(3/31/2025)
RR
District of Columbia(3/30/2026)
RR
Florida(7/18/2017)
RR
Hawaii(3/3/2025)
RR
Idaho(11/18/2020)
RR
Illinois(3/21/2019)
RR
Louisiana(1/8/2019)
RR
Maine(8/11/2017)
RR
Massachusetts(6/5/2024)
RR
Michigan(9/27/2024)
RR
Minnesota(5/19/2022)
RR
Missouri(1/8/2019)
RR
Montana(8/2/2017)
RR
New Mexico(1/21/2014)
RR
New York(8/11/2017)
RR
North Carolina(1/6/2019)
RR
North Dakota(7/1/2019)
RR
Oklahoma(1/5/2026)
RR
Oregon(6/29/2025)
RR
Pennsylvania(1/21/2022)
RR
South Carolina(4/2/2020)
RR
South Dakota(4/27/2020)
RR
Tennessee(1/8/2019)
RR
Texas(1/9/2014)
IAR
Texas(3/31/2025)
RR
Utah(7/23/2019)
RR
Vermont(7/26/2023)
RR
Virginia(1/6/2020)
RR
Washington(3/4/2024)
RR
Wyoming(11/29/2013)
Exams
State Security Law Exam
State Security Law 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
Registered Investment Advisory firm - (8/11/1977 Approved)PREMIUM
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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, Financial ConsultantCRD#: 104555Denver, COTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
