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Aaron Slotnick

Strategic Advisers LLC

Miami Beach, FL

CRD 7168865

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Miami Beach, FL • 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
Massmutual Bala Cynwyd PA 11/2018 12/2019
Mml Investors Services Bala Cynwyd PA 09/2019 12/2019
Aaron Movers Bryn Mawr PA 12/2016 12/2019
Temple University Philadelphia PA 01/2014 12/2018
Tachash, Llc Philadelphia PA 12/2018 04/2021
Securian Financial Services Inc St Paul MN 01/2020 01/2021
Minnesota Life Insurance Co St Paul MN 01/2020 01/2021
Delaware Valley Advisors Huntingdon Valley PA 01/2020 01/2021
Securian Financial Services Inc St Paul MN 12/2019 01/2020
Aaron Movers Philadelphia PA 12/2016 01/2020
Savoy Associates Philadelphia PA 08/2020 01/2021
Fidelity Investments Miami FL 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2018 → 12/2019
    Massmutual
    Bala Cynwyd, PA
  • 09/2019 → 12/2019
    Mml Investors Services
    Bala Cynwyd, PA
  • 12/2016 → 12/2019
    Aaron Movers
    Bryn Mawr, PA
  • 01/2014 → 12/2018
    Temple University
    Philadelphia, PA
  • 12/2018 → 04/2021
    Tachash, Llc
    Philadelphia, PA
  • 01/2020 → 01/2021
    Securian Financial Services Inc
    St Paul, MN
  • 01/2020 → 01/2021
    Minnesota Life Insurance Co
    St Paul, MN
  • 01/2020 → 01/2021
    Delaware Valley Advisors
    Huntingdon Valley, PA
  • 12/2019 → 01/2020
    Securian Financial Services Inc
    St Paul, MN
  • 12/2016 → 01/2020
    Aaron Movers
    Philadelphia, PA
  • 08/2020 → 01/2021
    Savoy Associates
    Philadelphia, PA
  • 04/2021 → Present
    Fidelity Investments
    Miami, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2021-01-25 → 2021-03-04
    Securian Financial Services, Inc.
    Plymouth Meeting, PA
Other Businesses

OBA-127016|OrgNmn:Triad Lifestyle LLC|Org Addr:Sheridan ,Wyoming,US|OBA Nature:Consulting|Invst Rel:N|Title:Owner|Duties:Consulting in Marketing and Fitness |StrtDt:01-28-26|TotHrs/mon:20|TrdHrs/mon:0|OBA-128653|OrgNmn:Byron Gardens Condominium Assoc, INC|Org Addr:Miami Beac,Florida,US|OBA Nature:Board member|Invst Rel:N|Title:Vice President |Duties:Approve leases and and make sure the building is safe secure |StrtDt:03-02-26|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-18
S63 Uniform Securities Agent State Law Examination 2020-02-27
  • S65 Uniform Investment Adviser Law Examination
    2020-06-18
  • S63 Uniform Securities Agent State Law Examination
    2020-02-27
Other Names
  • Aaron Slotnick
  • Aaron Moshe Slotnick

View on SEC IAPD

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