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Drew A. Hassenplug

Investment Adviser Representative at Strategic Advisers LLC

San Diego, CACRD #6524307Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Drew A. Hassenplug is an investment adviser representative with Strategic Advisers LLC in San Diego, CA, where they have been registered since 2025. They have worked in the securities industry since 2018 and have been registered with 3 firms, including Fidelity Personal and Workplace Advisors and Ameriprise Financial Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Texas
Broker:
18 states and territories

Arizona, California, Colorado, Delaware, Florida, Hawaii, Idaho, Massachusetts, Minnesota, Nevada, New Jersey, North Carolina, Oregon, Pennsylvania, Tennessee, Texas, Utah, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/4/2019
Series 7
General Securities Representative Examination
Passed 11/29/2018
SIE
Securities Industry Essentials Examination
Passed 11/5/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Strategic Advisers LLCCurrent
3/31/2025 – San Diego, CA
Fidelity Brokerage Services LLCCurrent
10/5/2020 – San Diego, CA
Fidelity Personal AND Workplace Advisors
10/9/2020 – 3/31/2025San Diego, CA
Ameriprise Financial Services, LLC.
4/9/2019 – 9/3/2020Las Vegas, NV

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Ameriprise Financial Sevices, Inc.
    Aug 2018 – Sep 2020Minneapolis, MN
  2. University of Nevada, Reno
    Aug 2013 – May 2018Reno, NV
  3. unemployed
    May 2018 – Aug 2018Reno, NV
  4. Grand Sierra Resort Accounting Intern
    Aug 2016 – Aug 2017Reno, NV
  5. Northwestern Mutual
    Aug 2017 – Jan 2018Reno, NV
  6. Orangetheory Fitness
    Jan 2018 – May 2018Reno, NV
  7. Fidelity Investments
    Sep 2020 – no end date reportedSan Diego, CA
  8. Fidelity Investments
    Mar 2025 – no end date reportedBoston, MA

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Strategic Advisers LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
17,064
Offices listed on AdvisorFinder:
3
Main office:
Boston, MA
SEC file number:
801-13243

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 30, 2026

View full firm profile

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Showing 12 of 17,064 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Drew A. Hassenplug has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Drew A. Hassenplug (Strategic Advisers) - Fees & Credentials