J.P. Morgan Securities
40yrs
Top advisor by experience in West Harrison
11yrs
Andrew Einstein
Financial advisor at Strategic Advisers
Andrew Einstein is a fiduciary financial advisor in West Harrison, New York, with 11 years in the industry. After five years at Fidelity Personal and Workplace Advisors and three years at UBS Financial Services, Andrew joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 42 advisors with offices in West Harrison, and one of 40 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 63% of advisors at Strategic Advisers
OfficeWest Harrison, NY
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2016 – 2020UBS Financial Services Inc.Previously
- Nov 2015 – Nov 2016MerrillPreviously
Questions to ask Andrew
Tailored to Andrew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Andrew
How do I contact Andrew?
Call Strategic Advisers at 617-563-7000 and ask for Andrew Einstein. Andrew works from the West Harrison, NY office.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 2015, about 11 years. More experience than 63% of advisors at Strategic Advisers.
What licenses does Andrew hold?
Series 66. Tap any license on this page to see what it allows.
Is Andrew a fiduciary?
Andrew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andrew paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Andrew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
J.P. Morgan Securities
34yrs
Top 2% by experience at J.P. Morgan Securities
J.P. Morgan Securities
34yrs
Top 2% by experience at J.P. Morgan Securities
J.P. Morgan Securities
29yrs
Top 5% by experience at J.P. Morgan Securities
Cetera Investment Advisers
28yrs
Top 12% by experience in West Harrison
Commonwealth Financial Network
28yrs
Top 14% by experience in West Harrison