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.
Credentials
Series 66, Series 63
Experience Industry experience
6 years
Location
Garden City, UT
Fidelity
Institution
Andrew Berry III is a financial advisor with Fidelity in Garden City, UT, holding Series 66 and Series 63 licenses and six years of industry experience. His prior work includes roles at E*TRADE Securities, JP Morgan Chase Bank, and Intermountain Healthcare. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.
Based on Fidelity
Garden City, UT
Garden City UT
Advisors at this office
1
Texas · Utah
6 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
Fidelity Investments
2021 - Present • 5 years
Salt Lake City, UT
Intermountain Healthcare
2021 - 2021 • 1 year
Salt Lake City, UT
E*TRADE Securities LLC
2020 - 2021 • 1 year
Sandy, UT
SHERWIN-WILLIAMS
2019 - 2020 • 1 year
Salt Lake City, UT
State of Utah
2019 - 2019 • 1 year
Salt Lake City, UT
JP Morgan Chase Bank
2016 - 2017 • 1 year
Salt Lake City, UT
JP Morgan Securities LLC
2016 - 2017 • 1 year
Salt Lake City, UT
Valley Behavioral Health
2014 - 2019 • 5 years
Salt Lake City, UT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)