Andrew Null, financial advisor Bellevue WA
89 score

Andrew Null

CRD Number: 6224281
Current Firm: Strategic Advisers, Inc.

Andrew Null (CRD# 6224281) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Bellevue, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Salt Lake City, UT Jul 2013 - Current 3
Healthequity, Inc. Draper, UT Aug 2012 - Jul 2013 < 1
Byu Idaho Rexburg, ID Sep 2011 - Jul 2012 < 1
Byu Idaho Rexburg, ID Sep 2011 - Jul 2012 < 1
Byu Jerusalem Center Jerusalem, Apr 2011 - Aug 2011 < 1
Byu Idaho Rexburg, ID Sep 2009 - Apr 2011 1
Energy Smarts San Jacinto, CA Jan 2009 - Aug 2009 < 1
Synergy Companies Perris, CA Sep 2008 - Dec 2008 < 1
Lds Church Ulaanabaatar, Jul 2006 - Aug 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Andrew T. Null
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
  • UT
  • WA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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