Andrew Stevens, financial advisor Covington KY
78 score

Andrew Stevens

CRD Number: 6032544
Current Firm: Strategic Advisers, Inc.

Andrew Stevens (CRD# 6032544) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Covington, KY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Covington, KY Feb 2012 - Current 4
Janson Communications Ashland, KY Jul 2011 - Feb 2012 < 1
Monumental Life Insurance Ashland, KY Jun 2011 - Jul 2011 < 1
Janson Communications Ashland, KY Jun 2010 - May 2011 < 1
Cinemark Theatres Barboursville, WV Apr 2009 - Jun 2010 1
Unemployed Ashland, KY Jan 2009 - Apr 2009 < 1
Lake Hickory Country Club Hickory, NC Mar 2007 - Jan 2009 1
Big Sandy Furniture Kenova, WV Jan 2007 - Mar 2007 < 1
Unemployed Ashland, KY Oct 2006 - Jan 2007 < 1
Regions Bank Rossville, IN Nov 2005 - Oct 2006 < 1
Frankfort Country Club Frankfort, IN Apr 2005 - Oct 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Jun 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Andrew T. Stevens
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • KY
  • TX
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
78

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