Andrew D. Di Guglielmo
STRATEGIC ADVISERS LLC | Financial Consultant
SAN DIEGO, CA
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CRD#: 5725433
Professional summary
Andrew D Di Guglielmo, CFP®, who also goes by Andrew Di Pasquantonio Di Guglielmo, Andrew Di Pasquantonio Diguglielmo, Andrew Diguglielmo, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Diego, California and FIDELITY BROKERAGE SERVICES LLC located in San Diego, California.
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 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I am proud to be a Financial Consultant at Fidelity for over 7 years, with more than a decade of industry experience. In getting to know clients and their families, we work together to develop and implement financial plans based on their unique goals and circumstances. By partnering with myself and Fidelity, you can leverage our resources to help manage risk, protect principal, generate income, as well as growing and transferring your wealth for future generations and organizations.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrew Di Pasquantonio Di Guglielmo | Andrew Di Pasquantonio Diguglielmo | Andrew Diguglielmo
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 D Di Guglielmo'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 Delaware
Master of Business Administration (MBA) - Business
2014
Virginia Poly Institute & State University
Bachelor of Science (BS) - Consumer Studies
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11943 El Camino Real Ste 120 Ryan Plaza, San Diego, CA 92130RIA
CRD#: 104555
SAN DIEGO, CA
Current
July 22, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11943 El Camino Real Ste 120 Ryan Plaza, San Diego, CA 92130BD
CRD#: 7784
San Diego, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAN DIEGO, CA
Past
August 25, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MILLBURN, NJ
Past
June 9, 2015 - July 7, 2015
COREBRIDGE CAPITAL SERVICES, INC.
BD
CRD#: 13158
JERSEY CITY, NJ
Past
June 13, 2011 - June 15, 2015
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
WEEHAWKEN, NJ
Past
June 13, 2011 - June 15, 2015
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
March 10, 2010 - May 18, 2011
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
CLINTON, NJ
Past
November 18, 2009 - May 18, 2011
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
CLINTON, NJ
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(4/23/2020)
RR
California(11/23/2015)
IAR
California(3/31/2025)
RR
Colorado(7/22/2022)
RR
Connecticut(7/22/2024)
RR
Delaware(6/2/2016)
RR
Florida(7/22/2015)
RR
Georgia(11/23/2015)
RR
Hawaii(5/23/2024)
RR
Indiana(5/12/2025)
RR
Iowa(3/31/2022)
RR
Kentucky(11/25/2024)
RR
Massachusetts(1/26/2021)
RR
Michigan(4/23/2020)
RR
Minnesota(5/22/2024)
RR
Montana(9/24/2024)
RR
Nevada(7/19/2021)
RR
New Hampshire(9/29/2025)
RR
New Jersey(7/22/2015)
RR
New York(7/22/2015)
RR
Oregon(9/14/2023)
RR
Pennsylvania(6/2/2016)
RR
South Carolina(11/23/2015)
RR
Tennessee(9/9/2022)
RR
Texas(7/10/2020)
IAR
Texas(3/31/2025)
RR
Utah(5/9/2025)
RR
Virginia(8/13/2021)
RR
Washington(5/9/2025)
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555San Diego, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
