Aaron Slotnick
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Aaron Slotnick? Claim your profile
Contact this firm
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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2021 to now
- Savoy AssociatesAug 2020 to Jan 2021
- Delaware Valley AdvisorsJan 2020 to Jan 2021
- Minnesota Life Insurance CoJan 2020 to Jan 2021
- Securian Financial Services IncDec 2019 to Jan 2021
- MML Investors ServicesSep 2019 to Dec 2019
- Tachash, LLCDec 2018 to Apr 2021
- MassmutualNov 2018 to Dec 2019
- Aaron MoversDec 2016 to Jan 2020
- Temple UniversityJan 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7168865
- Firm CRD
- 104555