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Aaron R. Bird

Strategic Advisers LLC

Salt Lake City, UT

South Jordan, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-05-21
TX RA APPROVED 2025-05-20
  • UT RA
    APPROVED
    Since 2025-05-21
  • TX RA
    APPROVED
    Since 2025-05-20

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

South Jordan, UT • 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
Arrivasure Wealth Springville UT 05/2019 11/2022
Unemployed Bellevue WA 04/2017 05/2019
Full-Time Student Ephraim UT 08/2016 04/2017
Fidelity Investments American Fork UT 01/2023 Present
  • 05/2019 → 11/2022
    Arrivasure Wealth
    Springville, UT
  • 04/2017 → 05/2019
    Unemployed
    Bellevue, WA
  • 08/2016 → 04/2017
    Full-Time Student
    Ephraim, UT
  • 01/2023 → Present
    Fidelity Investments
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-19
S63 Uniform Securities Agent State Law Examination 2023-06-12
  • S66 Uniform Combined State Law Examination
    2025-05-19
  • S63 Uniform Securities Agent State Law Examination
    2023-06-12
Other Names
  • Aaron Reed Bird
  • Aaron Bird

View on SEC IAPD

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