Ayden Markowitz
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsSep 2024 to now
- SakuraMay 2023 to Aug 2023
- Florida State UniversityDec 2022 to Aug 2024
- LorienMay 2022 to Dec 2022
- Florida State UniversityDec 2021 to May 2022
- The Melting PotAug 2021 to Dec 2021
- Florida State UniversityJul 2021 to Aug 2021
- Taverna EviaMay 2021 to Jul 2021
- Florida State UniversityMay 2012 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7988139
- Firm CRD
- 104555