Aiden Obanion
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCAug 2026 to now
- Fidelity InvestmentsJun 2025 to now
- DeloitteJan 2025 to Apr 2025
- AmazonSep 2024 to Dec 2024
- Plante MoranJun 2024 to Aug 2024
- Grant ThorntonJan 2024 to Apr 2024
- AmazonMay 2023 to Jan 2024
- Blue & Co., LLCJan 2023 to Apr 2023
- AmazonSep 2021 to Apr 2022
- Northen Kentucky UniversityAug 2021 to May 2025
- Harmon's BarbecueMar 2020 to Feb 2023
- Scott High SchoolAug 2017 to May 2021
- UnemployedMay 2017 to Aug 2017
- Woodland Middle SchoolAug 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 8115708
- Firm CRD
- 104555