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Aaron Michael Schmidt

Strategic Advisers LLC

Durham, NC

Durham, NC

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

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Durham, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidleity Investments Durham NC 08/2021 Present
University Of North Carolina At Chapel Hill Chapel Hill NC 06/2017 08/2021
Relias Learning Cary NC 04/2014 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidleity Investments
    Durham, NC
  • 06/2017 → 08/2021
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 04/2014 → 06/2017
    Relias Learning
    Cary, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-09
S63 Uniform Securities Agent State Law Examination 2022-01-10
  • S66 Uniform Combined State Law Examination
    2022-11-09
  • S63 Uniform Securities Agent State Law Examination
    2022-01-10
Other Names
  • Aaron Michael White

View on SEC IAPD

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