Andrew C. Curran
STRATEGIC ADVISERS LLC | Financial Consultant
ZIONSVILLE, IN
Some features on this profile are disabled
CRD#: 6262470
Professional summary
Andrew Christopher Curran, CFP®, who also goes by Andrew Christopher Curran, Andrew Curran, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Zionsville, Indiana and FIDELITY BROKERAGE SERVICES LLC located in Indianapolis, Indiana.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Andrew has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
My goal is to build long-term, dedicated relationships with clients and their families by partnering with my clients to create comprehensive financial plans that work toward their goals. I do this using a three-step process of getting to know my clients' financial situation and preferences, collaborating with clients and their families to develop strategies that pursue their goals and monitoring the progress towards those goals.
Question & Answer
What are your service offerings?
Education Planning
Retirement Planning
Tax Planning
Retirement Income Management
Investment Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Andrew Christopher Curran | Andrew Curran
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 Christopher Curran'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: 2023
Education
Xavier University
Master of Business Administration (MBA) - Finance
2017
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 8480 Keystone Crossing, Indianapolis, IN 46240-2437RIA
CRD#: 104555
ZIONSVILLE, IN
Current
February 7, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 8480 Keystone Crossing Blvd, Indianapolis, IN 46240BD
CRD#: 7784
Indianapolis, IN
Past
February 13, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
INDIANAPOLIS, IN
Past
June 24, 2019 - February 10, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
INDIANAPOLIS, IN
Past
June 21, 2019 - February 10, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
INDIANAPOLIS, IN
Past
October 31, 2014 - February 28, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
COVINGTON, KY
Past
December 16, 2013 - February 27, 2018
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
COVINGTON, KY
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(3/29/2024)
RR
California(7/8/2022)
RR
Colorado(1/6/2023)
RR
Connecticut(8/7/2024)
RR
Florida(2/7/2020)
RR
Georgia(8/1/2024)
RR
Illinois(2/7/2020)
RR
Indiana(2/7/2020)
IAR
Indiana(3/31/2025)
RR
Iowa(1/4/2022)
RR
Kansas(7/12/2024)
RR
Kentucky(2/7/2020)
RR
Louisiana(9/26/2024)
RR
Massachusetts(3/1/2024)
RR
Michigan(2/7/2020)
RR
Minnesota(3/29/2024)
RR
Mississippi(5/30/2024)
RR
Missouri(3/29/2024)
RR
New Hampshire(9/29/2023)
RR
New Mexico(9/3/2024)
RR
North Carolina(3/29/2024)
RR
Ohio(3/30/2024)
RR
South Carolina(3/29/2024)
RR
Tennessee(1/28/2021)
RR
Texas(5/19/2023)
IAR
Texas(3/31/2025)
RR
Utah(7/19/2024)
RR
Virginia(1/6/2023)
RR
Washington(2/12/2021)
RR
Wisconsin(3/29/2024)
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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#: 104555Zionsville, INTRUST BUT VERIFY
Monitor Andrew Curran
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
