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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States

6326 Canoga Avenue, Woodland Hills, CA 91367-8037 • United States

Playa Del Rey, CA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 04/2019 12/2020
Cordillera Consultores Mexico City 03/2018 03/2019
Unemployed San Diego CA 11/2017 03/2018
Rancho Valencia Rancho Santa Fe CA 02/2017 11/2017
Unemployed San Diego CA 06/2016 02/2017
Mira Costa Community College Oceanside CA 08/2012 12/2017
Antonio Braun Mexico City 03/2018 03/2019
Bank Of America, N.A. Westlake Village CA 06/2019 12/2020
Fidelity Investments Salt Lake City UT 06/2021 Present
Cordillera Consulting Group Llc San Diego CA 01/2021 06/2021
Fidelity Investments Boston MA 03/2025 Present
  • 04/2019 → 12/2020
    Westlake Village, CA
  • 03/2018 → 03/2019
    Cordillera Consultores
    Mexico City
  • 11/2017 → 03/2018
    Unemployed
    San Diego, CA
  • 02/2017 → 11/2017
    Rancho Valencia
    Rancho Santa Fe, CA
  • 06/2016 → 02/2017
    Unemployed
    San Diego, CA
  • 08/2012 → 12/2017
    Mira Costa Community College
    Oceanside, CA
  • 03/2018 → 03/2019
    Antonio Braun
    Mexico City
  • 06/2019 → 12/2020
    Bank Of America, N.A.
    Westlake Village, CA
  • 06/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 01/2021 → 06/2021
    Cordillera Consulting Group Llc
    San Diego, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-25
  • S66 Uniform Combined State Law Examination
    2019-10-25
Other Names
  • Aaron Haitin

View on SEC IAPD

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