Aimee Ya-Mei Kwain

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → 10/2018
  Moss Adams Wealth Advisors Llc
  Los Angeles, CA
• 01/2008 → 10/2018
  Moss Adams Securities & Insurance Llc
  Los Angeles, CA
• 06/2012 → 10/2018
  Valmark Securities, Inc.
  Akron, OH
• 11/2018 → Present
  Fidelity Brokerage Services Llc
  Jersey City, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-01-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jersey City, NJ
  Los Angeles, CA
• 2009-11-12 → 2018-11-13
  Threadline Wealth
  Los Angeles, CA
  El Segundo, CA

Exams

• S66 Uniform Combined State Law Examination
  2008-10-23

Other Names

• Aimee Ya-Mei Kwain
• Aimee Kwain