Aden Woodard
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsMay 2025 to now
- Fisher InvestmentsJun 2024 to Feb 2025
- Cantina LaredoMay 2022 to Aug 2022
- Baylor UniversityAug 2020 to May 2024
- US Army ReservesFeb 2020 to Apr 2025
- Club PilatesJan 2018 to Jul 2020
- C.E. ByrdAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent 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
- 7978830
- Firm CRD
- 104555