Aaron Barrera
Investment adviser representative at Strategic Advisers LLC
9 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
9 years in the industry.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsJun 2025 to now
- UnemployedMay 2025 to May 2025
- Utah Valley UniversityJan 2025 to Apr 2025
- Utah Valley UniversityJan 2024 to Apr 2024
- Utah Valley UniversityAug 2023 to Dec 2023
- Aptive EnvironmentalMay 2023 to Sep 2024
- Grit MarketingApr 2023 to Mar 2025
- Natures Sunshine ProductsMar 2023 to Apr 2023
- Church of Jesus Christ of Latter-day-saintsFeb 2021 to Feb 2023
- Vivint SmarthomeFeb 2020 to Jan 2021
- Tec-com SolutionsAug 2019 to Jan 2020
- The Gem StudioApr 2019 to Aug 2019
- Clear Home IncMar 2018 to Apr 2019
- W.K.S Krispy Kreme LLCMar 2017 to Oct 2017
- Mountain View High SchoolAug 2016 to May 2019
- Chuck E CheesesMar 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 8116691
- Firm CRD
- 104555