Aaron Wilson
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- Fairway Independent Mortgage CompanyMay 2022 to Jul 2022
- Norcom MortgageApr 2019 to May 2022
- UpsNov 2018 to Apr 2019
- Bendett & Mchugh P.C.Oct 2018 to Mar 2019
- UnemployedSep 2018 to Oct 2018
- 1st Alliance Lending LLCJan 2018 to Sep 2018
- AerotekAug 2017 to Dec 2017
- GncJun 2017 to Sep 2017
- SecuramericaApr 2016 to Aug 2017
- Central Connecticut State UniversityJan 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7598106
- Firm CRD
- 104555