Brooks Aaron Oldham

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

• 02/2016 → 10/2018
  Pruco Securities, Llc
  Atlanta, GA
• 11/2015 → 11/2016
  Rei
  Alpharetta, GA
• 07/2016 → 10/2018
  The Prudential Insurance Company Of America
  Atlanta, GA
• 10/2018 → Present
  Fidelity Brokerage Services Llc
  Atlanta, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-01
• S63 Uniform Securities Agent State Law Examination
  2016-05-02