Aaron D. Jacoby

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

• 01/2016 → 05/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Las Vegas, NV
• 12/2014 → 12/2017
  Varsity Tutors
  St. Louis, MO
• 06/2016 → 05/2019
  Bank Of America, N.A.
  Las Vegas, NV
• 08/2019 → 11/2020
  Planmember Securities Corporation
  Carpinteria, CA
• 07/2019 → 11/2020
  Bms Financial
  Henderson, NV
• 01/2016 → Present
  Aaron Jacoby (Self Employed)
  Las Vegas, NV
• 10/2021 → Present
  Fidelity Investments
  Las Vegas, NV
• 12/2020 → 10/2021
  Wells Capital Group
  Las Vegas, NV
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Las Vegas, NV
• 2019-08-28 → 2020-12-07
  Planmember Securities Corporation
  Henderson, NV
  Carpinteria, CA
• 2016-05-13 → 2019-05-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Las Vegas, NV
  Las Vegas, NV
  Las Vegas, NV

Other Businesses

OBA-64257|OrgNmn:Aaron Jacoby|Org Addr:Las Vegas,Nevada,US|OBA Nature:Tutor students in Math, Scienc|Invst Rel:N|Title:Independent Contractor|Duties:Tutoring students|StrtDt:03-14-20|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2016-05-03

Other Names

• Aaron D Jacoby
• Aaron David Jacoby