Andrew Byers
Advisor at Fidelity
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.
Advisor at Fidelity
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.
Location
Warrington, PA 18976-3406
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Andrew Byers is Vice President and Wealth Planner at Fidelity Investments, where he has worked since 2017. In this role, he focuses on building relationships with families to engage in holistic financial planning, assisting them with financial decisions and simplifying their lives.
He has extensive experience in financial planning and wealth management, having held various positions since 1999. Prior to his current role, Andrew served as an Investment Consultant at Fidelity Investments, and held roles including Wealth Advisor at RegentAtlantic Capital, Director of Financial Planning at Hennion & Walsh, Inc. and Prestige Wealth Management Group, L.L.C., Financial Advisor and Franchise Consultant at Ameriprise Financial Services, Inc., and Senior Financial Consultant at PNC Investments, Inc.
Based on Fidelity
1520 Main St, Ste 201
Warrington, PA 18976-3406
Pennsylvania · Texas
Fidelity Investments
2025 - Present (1 year)
FIDELITY Personal and Workplace Advisors
2017 - Present (9 years)
Unemployed
2016 - 2017 (1 year)
RegentAtlantic
2016 - 2016 (1 year)
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