Andrew P. Didier
STRATEGIC ADVISERS LLC | Financial Consultant
ELMHURST, IL
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CRD#: 5548215
Professional summary
Andrew P Didier, who also goes by Andrew Phillip Didier, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Elmhurst, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Schaumburg, Illinois.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Andrew has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
After working with many clients in different financial situations for over 12 years, I truly believe that my experience and passion for understanding financial planning and your unique position will help you work toward acomplishing your financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrew Phillip Didier
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 Didier'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
Indiana University
Bachelor of Science (BS) - Sport Marketing and Management
2008
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835RIA
CRD#: 104555
ELMHURST, IL
Current
February 12, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835BD
CRD#: 7784
SCHAUMBURG, IL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ELMHURST, IL
Past
February 27, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SCHAUMBURG, IL
Past
September 20, 2012 - January 27, 2015
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
NORTHBROOK, IL
Past
January 15, 2009 - January 27, 2015
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
NORTHBROOK, IL
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
Arizona(2/12/2015)
RR
California(11/17/2017)
RR
Colorado(11/15/2017)
RR
Florida(4/28/2017)
RR
Georgia(9/19/2019)
RR
Illinois(2/12/2015)
IAR
Illinois(3/31/2025)
RR
Indiana(2/12/2015)
RR
Iowa(2/12/2015)
RR
Kentucky(8/8/2020)
RR
Maryland(9/9/2022)
RR
Michigan(2/12/2015)
RR
Nevada(11/17/2017)
RR
New York(9/19/2019)
RR
North Carolina(9/19/2019)
RR
Oregon(11/17/2017)
RR
South Carolina(3/20/2025)
RR
Tennessee(11/27/2019)
RR
Texas(11/17/2017)
IAR
Texas(3/31/2025)
RR
Virginia(3/2/2024)
RR
Wisconsin(2/12/2015)
Exams
State Security Law Exam
State Security Law 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
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
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
Financial ConsultantCRD#: 104555Elmhurst, ILTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
