Aidan James Carucci
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Aidan James Carucci? 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2023 to now
- Naru SportsAug 2022 to Dec 2022
- Adrian A. Gaspar & Company, LLPMay 2022 to Jan 2023
- ConduentDec 2021 to Jan 2022
- Floramo's RestaurantMay 2021 to Aug 2021
- Vector MarketingFeb 2021 to May 2021
- FedexDec 2020 to Jan 2021
- Providence CollegeAug 2020 to May 2023
- Hillview Country ClubJun 2020 to May 2021
- North Reading High SchoolSep 2016 to Jun 2020
- Temple FuelNov 2015 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7751420
- Firm CRD
- 104555