Aaron Michael Herrscher

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

• 04/2025 → 08/2025
  Unemployed
  San Diego, CA
• 09/2017 → 05/2018
  Cal State San Marcos
  San Marcos, CA
• 09/2025 → Present
  Fidelity Investments
  Sacramento, CA
• 05/2018 → 08/2018
  Salient Wealth Planning
  San Diego, CA
• 09/2018 → 07/2020
  Sage Stone Wealth Management
  San Diego, CA
• 05/2017 → 09/2017
  Phils Bbq Rancho Bernardo
  San Diego, CA
• 07/2020 → 04/2025
  Financial Sense Wealth Management
  San Diego, CA
• 05/2016 → 05/2017
  Cal State San Marcos - Asi
  San Marcos, CA

Previous Registrations

• 2020-08-27 → 2025-04-08
  Financial Sense Advisors, Inc.
  San Diego, CA
• 2019-12-19 → 2020-07-17
  Sage Stone Wealth Management Llc
  La Jolla, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-03-22
• S65 Uniform Investment Adviser Law Examination
  2019-12-19

Other Names

• Aaron Michael Herrscher
• Aaron M Herrscher