Aaron Michael Herrscher
Investment adviser representative at Strategic Advisers LLC
9 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsSep 2025 to now
- UnemployedApr 2025 to Aug 2025
- Financial Sense Wealth ManagementJul 2020 to Apr 2025
- Sage Stone Wealth ManagementSep 2018 to Jul 2020
- Salient Wealth PlanningMay 2018 to Aug 2018
- Cal State San MarcosSep 2017 to May 2018
- Phils Bbq Rancho BernardoMay 2017 to Sep 2017
- Cal State San Marcos - AsiMay 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6951910
- Firm CRD
- 104555