Andrew Weinberg

CRD 5444453 · Fidelity Brokerage Services LLC · Denver, CO

IA RegisteredBroker

Also appears in the source record as: Andrew Lee Weinberg

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 66Series 63SIESeries 7
Registered states (32): Alaska · Arizona · California · Colorado · District Of Columbia · Florida · Hawaii · Idaho · Illinois · Louisiana · Maine · Massachusetts · Michigan · Minnesota · Missouri · Montana · New Mexico · New York · North Carolina · North Dakota · Oklahoma · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wyoming
Years in the industry (source record): 18
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 5444453 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (7)

From the source registration record · current first

Strategic Advisers LLCCurrent
Denver, CO · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Denver, CO · BD capacity

Nov 15, 2013 → present
Fidelity Brokerage Services LLCCurrent
Denver, CO · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 13, 2018 → Mar 31, 2025
Strategic Advisers LLC
IA capacity

Feb 10, 2014 → Jul 13, 2018
Charles Schwab & Co., Inc.
IA capacity

Aug 13, 2010 → Oct 22, 2013
Charles Schwab & Co., Inc.
BD capacity

Mar 28, 2008 → Oct 22, 2013

Source & corrections

Where this page comes from

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