Andrew J. Brown
STRATEGIC ADVISERS LLC | Planning Consultant
KENNETT SQUARE, PA
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CRD#: 6265138
Professional summary
Andrew J. Brown, who also goes by Andrew Joseph Brown, Andrew Brown, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Kennett Square, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Greenville, Delaware.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Andrew has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
My approach to financial planning over the years has always been centered on building healthy relationships with clients and business partners. As an advisor, I seek to understand the foundational aspects of one's financial journey in order to be able provide holistic insights that can benefit for the long term. My goal is to be a trusted contact for all aspects of your financial needs.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrew Joseph Brown | Andrew Brown
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 J. Brown'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
Mount Saint Mary's College
Bachelor of Science (BS) - Accounting and Business Finance
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4001 Kennett Pike Ste 120, Greenville, DE 19807-2000RIA
CRD#: 104555
KENNETT SQUARE, PA
Current
August 15, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4001 Kennett Pike Ste 120, Greenville, DE 19807-2000BD
CRD#: 7784
Greenville, DE
Past
August 24, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GREENVILLE, DE
Past
August 1, 2018 - April 22, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
HUNT VALLEY, MD
Past
August 1, 2018 - April 22, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
HUNT VALLEY, MD
Past
February 7, 2014 - June 8, 2018
T. ROWE PRICE ADVISORY SERVICES, INC.
RIA
CRD#: 108958
OWINGS MILLS, MD
Past
January 3, 2014 - June 8, 2018
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
OWINGS MILLS, MD
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(4/14/2023)
RR
Alaska(4/14/2023)
RR
Arizona(4/14/2023)
RR
California(4/14/2023)
RR
Colorado(4/14/2023)
RR
Connecticut(4/14/2023)
RR
Delaware(8/15/2022)
IAR
Delaware(3/31/2025)
RR
District of Columbia(4/14/2023)
RR
Florida(8/15/2022)
RR
Georgia(4/14/2023)
RR
Hawaii(4/14/2023)
RR
Illinois(4/14/2023)
RR
Indiana(4/14/2023)
RR
Iowa(4/14/2023)
RR
Kentucky(4/14/2023)
RR
Louisiana(1/3/2025)
RR
Maine(4/14/2023)
RR
Maryland(8/15/2022)
RR
Massachusetts(4/14/2023)
RR
Michigan(4/14/2023)
RR
Minnesota(1/3/2025)
RR
Missouri(4/14/2023)
RR
Montana(1/5/2024)
RR
Nevada(1/3/2025)
RR
New Hampshire(4/14/2023)
RR
New Jersey(8/15/2022)
RR
New Mexico(1/3/2025)
RR
New York(4/14/2023)
RR
North Carolina(4/14/2023)
RR
Ohio(4/16/2023)
RR
Oklahoma(6/28/2024)
RR
Oregon(4/14/2023)
RR
Pennsylvania(8/15/2022)
IAR
Pennsylvania(3/31/2025)
RR
Rhode Island(1/3/2025)
RR
South Carolina(4/14/2023)
RR
South Dakota(1/3/2025)
RR
Tennessee(4/14/2023)
RR
Texas(4/14/2023)
IAR
Texas(3/31/2025)
RR
Utah(4/14/2023)
RR
Vermont(4/14/2023)
RR
Virginia(4/14/2023)
RR
Washington(4/14/2023)
RR
West Virginia(1/3/2025)
RR
Wisconsin(4/14/2023)
RR
Wyoming(4/14/2023)
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.
Check for any disclosures as part of your thorough research when choosing an advisor.
