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Aden Woodard

Strategic Advisers LLC

Westlake, TX

Flower Mound, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-31
  • TX RA
    APPROVED
    Since 2025-07-31

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Flower Mound, TX • 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
Fidelity Investments Westlake TX 05/2025 Present
Club Pilates Shreveport LA 01/2018 07/2020
Us Army Reserves Fort Sill OK 02/2020 04/2025
Baylor University Waco TX 08/2020 05/2024
C.E. Byrd Shreveport LA 08/2016 05/2020
Cantina Laredo Shreveport LA 05/2022 08/2022
Fisher Investments Plano TX 06/2024 02/2025
  • 05/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2018 → 07/2020
    Club Pilates
    Shreveport, LA
  • 02/2020 → 04/2025
    Us Army Reserves
    Fort Sill, OK
  • 08/2020 → 05/2024
    Baylor University
    Waco, TX
  • 08/2016 → 05/2020
    C.E. Byrd
    Shreveport, LA
  • 05/2022 → 08/2022
    Cantina Laredo
    Shreveport, LA
  • 06/2024 → 02/2025
    Fisher Investments
    Plano, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-07-18
S65 Uniform Investment Adviser Law Examination 2024-11-26
  • S63 Uniform Securities Agent State Law Examination
    2025-07-18
  • S65 Uniform Investment Adviser Law Examination
    2024-11-26
Other Names
  • Aden Woodard
  • Aden Drake Woodard

View on SEC IAPD

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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