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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Huntersville, NC • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Vanguard Marketing Corporation Charlotte NC 06/2016 01/2022
Tiaa Charlotte NC 02/2022 01/2024
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 02/2022 02/2024
Fidelity Investments Charolotte NC 02/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 01/2022
    Vanguard Marketing Corporation
    Charlotte, NC
  • 02/2022 → 01/2024
    Tiaa
    Charlotte, NC
  • 02/2022 → 02/2024
    Tiaa-Cref Individual & Institutional Services, Llc
    Charlotte, NC
  • 02/2024 → Present
    Fidelity Investments
    Charolotte, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Huntersville, NC
  • 2004-06-09 → 2004-11-08
    Morgan Stanley Dw Inc.
    Greensboro, NC
Other Businesses

OBA-107103|OrgNmn:Life's cheat code, llc|Org Addr:Huntersvil,North Caro,US|OBA Nature:Self-Improvement business sell|Invst Rel:N|Title:Director|Duties:Creating musical compositions, marketing musical compisitions, producing spoken lyrics for music, promoting brand, and sales|StrtDt:|TotHrs/mon:80|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-05
S63 Uniform Securities Agent State Law Examination 2016-07-15
  • S66 Uniform Combined State Law Examination
    2024-07-05
  • S63 Uniform Securities Agent State Law Examination
    2016-07-15
Other Names
  • Aaron Williams
  • Aaron Troy Williams
  • Aaron Troy Williams

View on SEC IAPD

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