Aidan Sjothun
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsMar 2026 to now
- Equitable Advisors LLC.Jul 2025 to Mar 2026
- UnemployedJun 2025 to Jul 2025
- Round Table PizzaJan 2025 to Jun 2025
- Applebee's Bar & GrillDec 2024 to Apr 2025
- University of Puget Sound DesNov 2022 to Dec 2024
- Sahara PizzaMay 2022 to Aug 2024
- University of Puget SoundAug 2021 to Dec 2024
- Greggs Bellevue CycleJun 2021 to Sep 2021
- Siderius, Lonergan, and Martin LLP.May 2019 to Apr 2020
- Mercerwood Shore ClubAug 2018 to Mar 2021
- Mercer Island High SchoolJun 2017 to Jun 2021
- Islander Middle SchoolSep 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 8122762
- Firm CRD
- 104555