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Aaron S. Whitter

Strategic Advisers LLC

Irvine, CA

Aliso Viejo, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
CA RA APPROVED 2025-04-04
  • TX RA
    APPROVED
    Since 2026-01-08
  • CA RA
    APPROVED
    Since 2025-04-04

Branch Locations

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States

Aliso Viejo, 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
Unemployed Aliso Viejo CA 04/2022 07/2022
American Financial Network Irvine CA 08/2022 02/2023
Abc Fine Wine And Spirits Boca Raton FL 02/2016 08/2017
Fidelity Investments Irvine CA 10/2024 Present
Advantage First Lending Rancho Santa Margarita CA 01/2021 07/2021
Student Sunrise FL 08/2017 12/2019
U.S Bank Newport Coast CA 03/2023 10/2024
Coldwell Banker Sunrise FL 08/2020 12/2020
Keller Williams Sunrise FL 06/2020 07/2020
Td Bank Plantation FL 09/2017 02/2018
Loan Depot Foothill Ranch CA 08/2021 03/2022
Unemployed Sunrise FL 01/2020 05/2020
  • 04/2022 → 07/2022
    Unemployed
    Aliso Viejo, CA
  • 08/2022 → 02/2023
    American Financial Network
    Irvine, CA
  • 02/2016 → 08/2017
    Abc Fine Wine And Spirits
    Boca Raton, FL
  • 10/2024 → Present
    Fidelity Investments
    Irvine, CA
  • 01/2021 → 07/2021
    Advantage First Lending
    Rancho Santa Margarita, CA
  • 08/2017 → 12/2019
    Student
    Sunrise, FL
  • 03/2023 → 10/2024
    U.S Bank
    Newport Coast, CA
  • 08/2020 → 12/2020
    Coldwell Banker
    Sunrise, FL
  • 06/2020 → 07/2020
    Keller Williams
    Sunrise, FL
  • 09/2017 → 02/2018
    Td Bank
    Plantation, FL
  • 08/2021 → 03/2022
    Loan Depot
    Foothill Ranch, CA
  • 01/2020 → 05/2020
    Unemployed
    Sunrise, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-07
  • S66 Uniform Combined State Law Examination
    2025-03-07
Other Names
  • Aaron S. Whitter
  • Aaron Steven Whitter

View on SEC IAPD

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