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Andrew S Windmueller

STRATEGIC ADVISERS, INC.·BOSTON, Massachusetts
SIE, Series 7, Series 24, Series 63Clean recordSTRATEGIC ADVISERS, INC.
82 DEVONSHIRE STREET, V10G, BOSTON, MA 02109CRD# 4672949Firm CRD# 104555

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew S Windmueller · BOSTON, MA
Registration
CRD #4672949 · STRATEGIC ADVISERS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
STRATEGIC ADVISERS LLC
CRD 104555 · SEC 801-13243
AUM
$824.7B
Regulatory assets under management
Employees
269
1,965,880 client accounts
Services offered by STRATEGIC ADVISERS LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at STRATEGIC ADVISERS LLC →
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Frequently Asked Questions

What services does Andrew S Windmueller offer?
Andrew S Windmueller specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Andrew S Windmueller's credentials?
Andrew S Windmueller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew S Windmueller located?
Andrew S Windmueller is based in BOSTON, Massachusetts, working with STRATEGIC ADVISERS, INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Andrew S Windmueller charge for services?
Andrew S Windmueller's firm is compensated through percentage of aum, other: percentage of revenue from affiliates. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC ADVISERS, INC.?
STRATEGIC ADVISERS, INC. has approximately 269 employees and manages $824.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRATEGIC ADVISERS, INC.

Richard Gray Compson
BOSTON, MA
Keri S Dogan
BOSTON, MA
Brian Brazell Hogan
BOSTON, MA

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Research
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