Aaron Feldman

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

• 11/2014 → 12/2016
  First Trust Portfolios L.P.
  Wheaton, IL
• 08/2017 → Present
  Fidelity Brokerage Services Llc
  Bethesda, MD
• 01/2017 → 07/2017
  Unemployed
  Austin, TX
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Bethesda, MD
  Bethesda, MD
• 2017-08-23 → 2018-07-13
  Strategic Advisers Llc
  Bethesda, MD
• 2014-11-10 → 2017-01-11
  First Trust Advisors Lp
  Austin, TX
  Wheaton, IL
  Austin, TX
• 2011-05-25 → 2014-11-10
  Invesco Advisers, Inc.
  Atlanta, GA
  Downer Grove, IL

Exams

• S66 Uniform Combined State Law Examination
  2011-05-24

Other Names

• Aaron Frank Feldman
• Aaron Frank Feldman
• Aaron Feldman