Andrew J. Wilensky
STRATEGIC ADVISERS LLC | Wealth Management Senior Relationship Manager
OCEANSIDE, NY
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CRD#: 5204235
Professional summary
Andrew John Wilensky, who also goes by Andrew John Wilensky, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Oceanside, New York and FIDELITY BROKERAGE SERVICES LLC located in Roslyn, New York.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Andrew has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.
Biography
I'm a Senior Relationship Manager with the Private Wealth Management team and you can think of me as your main point of contact for all of your day to day service needs. In addition to taking care of your service needs, one of my top priorities is to really to get to know you and your family on a Professional and Personal level. Learning what's important to you gives me the direction I need to provide you with the appropriate resources that are available to you as a Private Wealth Client.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrew John Wilensky
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 John Wilensky'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
SUNY College at Cortland
Bachelor of Arts (BA) - Economics
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1075 Northern Blvd, Roslyn, NY 11576-1681RIA
CRD#: 104555
OCEANSIDE, NY
Current
September 16, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1075 Northern Blvd, Roslyn, NY 11576BD
CRD#: 7784
ROSLYN, NY
Past
November 26, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NEW YORK, NY
Past
October 16, 2006 - August 29, 2014
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
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(5/7/2018)
RR
Alaska(5/7/2018)
RR
Arizona(1/5/2018)
RR
Arkansas(5/7/2018)
RR
California(1/4/2016)
RR
Colorado(1/5/2018)
RR
Connecticut(9/16/2014)
RR
Delaware(5/7/2018)
RR
District of Columbia(5/7/2018)
RR
Florida(9/16/2014)
RR
Georgia(5/7/2018)
RR
Hawaii(5/7/2018)
RR
Idaho(5/7/2018)
RR
Illinois(5/7/2018)
RR
Indiana(5/7/2018)
RR
Iowa(5/7/2018)
RR
Kansas(5/7/2018)
RR
Kentucky(5/7/2018)
RR
Louisiana(5/7/2018)
RR
Maine(5/7/2018)
RR
Maryland(1/4/2016)
RR
Massachusetts(5/7/2018)
RR
Michigan(1/5/2018)
RR
Minnesota(5/7/2018)
RR
Mississippi(5/7/2018)
RR
Missouri(5/7/2018)
RR
Montana(5/7/2018)
RR
Nebraska(5/7/2018)
RR
Nevada(5/7/2018)
RR
New Hampshire(5/7/2018)
RR
New Jersey(9/16/2014)
RR
New Mexico(5/7/2018)
RR
New York(9/16/2014)
IAR
New York(3/31/2025)
RR
North Carolina(1/5/2016)
RR
North Dakota(5/7/2018)
RR
Ohio(5/8/2018)
RR
Oklahoma(5/7/2018)
RR
Oregon(5/7/2018)
RR
Pennsylvania(1/4/2016)
RR
Puerto Rico(5/7/2018)
RR
Rhode Island(1/4/2016)
RR
South Carolina(1/4/2016)
RR
South Dakota(5/7/2018)
RR
Tennessee(5/7/2018)
RR
Texas(5/7/2018)
IAR
Texas(3/31/2025)
RR
Utah(5/7/2018)
RR
Vermont(5/7/2018)
RR
Virginia(5/7/2018)
RR
Washington(5/7/2018)
RR
West Virginia(5/7/2018)
RR
Wisconsin(5/7/2018)
RR
Wyoming(5/7/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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.
Company Information
STRATEGIC ADVISERS LLC
Wealth Management Senior Relationship ManagerCRD#: 104555Oceanside, NYTRUST BUT VERIFY
Monitor Andrew Wilensky
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
