Abdul Aziz Awan
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 LLCOct 2025 to now
- Fidelity InvestmentsSep 2025 to now
- UnemployedAug 2025 to Aug 2025
- Equitable AdvisorsJul 2025 to Jul 2025
- UnemployedJun 2024 to Jul 2025
- UnemployedSep 2023 to May 2024
- Selective InsuranceMay 2023 to Aug 2023
- UnemployedOct 2022 to Apr 2023
- Morris LimoMay 2022 to Sep 2022
- UnemployedSep 2021 to Apr 2022
- Verizon VictraMar 2020 to Aug 2021
- County College of MorrisSep 2019 to Dec 2022
- UnemployedJul 2019 to Feb 2020
- Victoria MewsMay 2018 to Jun 2019
- UnemployedJun 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 8112018
- Firm CRD
- 104555