Molly Andoe
STRATEGIC ADVISERS LLC | Financial Consultant
CHANDLER, AZ
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CRD#: 6351235
Professional summary
Molly Andoe, CFP®, who also goes by Molly Michelle Andoe, Molly Andoe, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Chandler, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Vancouver, Washington.
Molly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Molly has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a CERTIFIED FINANCIAL PLANNER (TM) with nearly a decade of experience in the personal financial planning industry, I collaborate with select clients to develop and construct a financial plans based on moments that matter. My team is dedicated to getting a clear understanding of what is most important to you. We utilize Fidelity's trusted resources, cost efficient investment platforms and experienced professional approach for life's biggest financial decisions.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Molly Michelle Andoe | Molly Andoe
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 Molly Andoe'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
Virginia Military Institute
Bachelor of Arts (BA) - Psychology
2014
Virginia Military Institute
Minor - Leadership Studies
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7171 E Paradise Lane, Scottsdale, AZ 85254-2155Office #3: 655 W Columbia Way Suite 404, Vancouver, WA 98660RIA
CRD#: 104555
CHANDLER, AZ
Current
August 6, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 655 W Columbia Way Suite 404, Vancouver, WA 98660Office #2: 7171 E Paradise Lane, Scottsdale, AZ 85254BD
CRD#: 7784
VANCOUVER, WA
Past
August 31, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BEAVERTON, OR
Past
October 17, 2014 - June 29, 2020
EDWARD JONES
RIA
CRD#: 250
SHERWOOD, OR
Past
August 12, 2014 - June 29, 2020
EDWARD JONES
BD
CRD#: 250
SHERWOOD, OR
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(10/8/2021)
IAR
Arizona(3/31/2025)
RR
California(8/6/2020)
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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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Chandler, AZTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
