Andrew Schroeder
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Andrew Schroeder is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He previously worked as a Financial Advisor at Ameriprise Financial Services, Inc. from 2015 to 2018. Andrew focuses on building personal relationships with clients to help them achieve their financial goals through knowledgeable guidance, ongoing financial planning, and personalized investment strategies.
He holds a California Insurance License, which supports his ability to provide comprehensive financial advice. Andrew is committed to helping clients develop financial confidence for both their present and retirement years.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
General retirement planning
Income planning
Wealth management
Active portfolio management
Work history
Fidelity Investments
2025 - Present (1 year)
FIDELITY Brokerage Services LLC
2018 - Present (8 years)
Ameriprise Financial Services, inc.
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Alex S
Series 63, Series 65
Fontana, CA
Fidelity
Alex Salas is an Investment Consultant at Fidelity Investments, where he works with individuals and families to develop personalized financial plans and investment strategies. He began his career as a Jr. Financial Advisor at One Pacific Securities from 2021 to 2022, followed by a role as a Financial Representative at Fidelity Investments from 2022 to 2023 before becoming an Investment Consultant in 2023. Alex holds a California Insurance License, which supports his work in the financial services industry. His approach centers on understanding clients' unique values to help them pursue their financial goals and build financial confidence.
Rigoberto F
Series 63, Series 66
San Bernardino, CA
Fidelity
Rigo Fernandez is a Financial Consultant currently working at Fidelity Investments since 2020. He has over a decade of experience in the financial services industry, helping clients and their families plan for their financial goals by understanding their priorities and overall financial situations. His professional experience includes roles such as Senior Financial Consultant at TD Ameritrade from 2019 to 2020, Business Account Manager at Verizon from 2017 to 2019, Financial Solutions Advisor at Merrill Lynch from 2013 to 2017, and Financial Advisor at Wescom Credit Union from 2003 to 2013. He holds a California Insurance License.
Mathew D
Series 66
Fontana, CA
Duvall Wealth Management LLC
Michael C
Series 65
Fontana, CA
Omnikey Investment Advisors
Phillip G
Series 63, Series 66
San Bernardino, CA
Gorian Investments
Christopher L
Series 66
Hesperia, CA
CBL Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")