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ANDY XIE
CRD#: 7449774
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 8 MONTGOMERY STREET
SAN FRANCISCO, CA 94104
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 8 MONTGOMERY STREET
SAN FRANCISCO, CA 94104
Registration History
2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct20262 FIRMS2022 - Present (2 years)
License(s)

State Registrations

B
Alabama 2/14/2022

B
Nebraska 2/14/2022

B
Alaska 2/14/2022

B
Nevada 2/14/2022

B
Arizona 2/14/2022

B
New Hampshire 2/14/2022

B
Arkansas 2/14/2022

B
New Jersey 2/14/2022

B
California 2/14/2022

B
New Mexico 2/14/2022

IA
California 10/24/2023

B
New York 2/14/2022

B
Colorado 2/14/2022

B
North Carolina 2/14/2022

B
Connecticut 2/14/2022

B
North Dakota 2/14/2022

B
Delaware 2/14/2022

B
Ohio 2/15/2022

B
District of Columbia 2/14/2022

B
Oklahoma 2/14/2022

B
Florida 2/14/2022

B
Oregon 2/14/2022

B
Georgia 2/14/2022

B
Pennsylvania 2/14/2022

B
Hawaii 2/14/2022

B
Puerto Rico 2/14/2022

B
Idaho 2/14/2022

B
Rhode Island 2/14/2022

B
Illinois 2/14/2022

B
South Carolina 2/14/2022

B
Indiana 2/14/2022

B
South Dakota 2/14/2022

B
Iowa 2/14/2022

B
Tennessee 2/14/2022

B
Kansas 2/14/2022

B
Texas 2/14/2022

B
Kentucky 2/14/2022

IA
Texas 10/13/2022

B
Louisiana 2/14/2022

B
Utah 2/11/2022

B
Maine 2/14/2022

B
Vermont 2/14/2022

B
Maryland 2/14/2022

B
Virgin Islands 2/14/2022

B
Massachusetts 2/14/2022

B
Virginia 2/14/2022

B
Michigan 2/14/2022

B
Washington 2/14/2022

B
Minnesota 2/14/2022

B
West Virginia 2/14/2022

B
Mississippi 2/14/2022

B
Wisconsin 2/14/2022

B
Missouri 2/14/2022

B
Wyoming 2/14/2022

B
Montana 2/14/2022

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
8 MONTGOMERY STREET, SAN FRANCISCO, CA 94104
Registered with this firm since 10/13/2022

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
8 MONTGOMERY STREET, SAN FRANCISCO, CA 94104
SAN FRANCISCO, CA
Registered with this firm since 2/4/2022

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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.