Aiden Valdez
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Crest CadillacDec 2023 to May 2024
- OptimumMay 2023 to Jul 2023
- Sewell Lexus DallasMay 2021 to Dec 2023
- Full Time EducationFeb 2021 to May 2021
- Verizon Cellular SalesOct 2019 to Feb 2021
- The Cheesecake FactoryNov 2018 to Oct 2019
- SprintJul 2017 to Nov 2018
- Market StreetJan 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7948841
- Firm CRD
- 104555