Andrew P. Ogilvie
STRATEGIC ADVISERS LLC | Financial Consultant, Phones
ST AUGUSTINE, FL
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CRD#: 5488959
Professional summary
Andrew P Ogilvie, who also goes by Andrew Phillip Ogilvie, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in St Augustine, Florida and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.
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 8 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
People choose to work with me for my experience, dedication, and honesty. My process, along with my values are all centered on ensuring you create your own unique financial plan. Partnering with Fidelity allows us to harness a vast array of financial strategies. I look forward to building lifelong relationships with those I support.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrew Phillip Ogilvie
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 P Ogilvie'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®
NoneEducation
Creighton University
Masters of Security Analysis and Portfolio Management - Finance
2017
Florida State University
Bachelor of Economics - Economics
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246RIA
CRD#: 104555
ST AUGUSTINE, FL
Current
September 5, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246BD
CRD#: 7784
Jacksonville, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
JACKSONVILLE, FL
Past
September 10, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GREENWOOD VILLAGE, CO
Past
November 29, 2010 - August 12, 2013
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
TAMPA, FL
Past
November 11, 2010 - August 12, 2013
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
TAMPA, FL
Past
September 14, 2010 - October 22, 2010
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
TAMPA, FL
Past
March 3, 2009 - August 3, 2010
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
TAMPA, FL
Past
February 24, 2009 - August 3, 2010
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
TAMPA, FL
Past
September 4, 2008 - January 27, 2009
EDWARD JONES
RIA
CRD#: 250
ROSWELL, GA
Past
August 1, 2008 - January 27, 2009
EDWARD JONES
BD
CRD#: 250
ROSWELL, GA
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(9/5/2013)
RR
Alaska(9/5/2013)
RR
Arizona(9/5/2013)
RR
Arkansas(9/5/2013)
RR
California(9/5/2013)
RR
Colorado(9/5/2013)
RR
Connecticut(9/5/2013)
RR
Delaware(9/5/2013)
RR
District of Columbia(9/5/2013)
RR
Florida(9/5/2013)
IAR
Florida(3/31/2025)
RR
Georgia(9/5/2013)
RR
Hawaii(9/5/2013)
RR
Idaho(9/5/2013)
RR
Illinois(9/5/2013)
RR
Indiana(9/5/2013)
RR
Iowa(9/5/2013)
RR
Kansas(9/5/2013)
RR
Kentucky(9/5/2013)
RR
Louisiana(9/5/2013)
RR
Maine(9/5/2013)
RR
Maryland(9/5/2013)
RR
Massachusetts(9/5/2013)
RR
Michigan(9/5/2013)
RR
Minnesota(9/5/2013)
RR
Mississippi(9/5/2013)
RR
Missouri(9/5/2013)
RR
Montana(9/5/2013)
RR
Nebraska(9/5/2013)
RR
Nevada(9/5/2013)
RR
New Hampshire(9/5/2013)
RR
New Jersey(9/5/2013)
RR
New Mexico(9/5/2013)
RR
New York(9/5/2013)
RR
North Carolina(9/5/2013)
RR
North Dakota(9/5/2013)
RR
Ohio(9/5/2013)
RR
Oklahoma(9/5/2013)
RR
Oregon(9/5/2013)
RR
Pennsylvania(9/5/2013)
RR
Puerto Rico(9/5/2013)
RR
Rhode Island(9/5/2013)
RR
South Carolina(9/5/2013)
RR
South Dakota(9/5/2013)
RR
Tennessee(9/5/2013)
RR
Texas(9/5/2013)
IAR
Texas(3/31/2025)
RR
Utah(9/5/2013)
RR
Vermont(9/5/2013)
RR
Virginia(9/5/2013)
RR
Washington(9/5/2013)
RR
West Virginia(9/5/2013)
RR
Wisconsin(9/5/2013)
RR
Wyoming(9/5/2013)
Exams
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)Upgrade to AdvisorCheck 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
Financial Consultant, PhonesCRD#: 104555St Augustine, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
