Andrew Byers

Advisor at Fidelity

Updated today

Location

Warrington, PA 18976-3406

Credentials

CFP®, Series 63, Series 65

Industry experience

24 years

About

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.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

General retirement planning Wealth management Cash flow / budgeting Debt management

Demographic focus

Young Families Parents

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Location

1520 Main St, Ste 201

Warrington, PA 18976-3406

Most active in

Pennsylvania · Texas

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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