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Brian Carl Aguilar

Strategic Advisers LLC

Philadelphia, PA

Wildwood, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-04-24
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-04-24
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1735 Market St Mellon Bank Center, Philadelphia, PA 19103-2998 • United States

Wildwood, NJ • 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
Charles Schwab & Co., Inc. Wayne PA 04/2015 06/2019
Charles Schwab Bank Wayne PA 04/2015 06/2019
Fidelity Brokerage Services Philadelphia PA 07/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 06/2019
    Charles Schwab & Co., Inc.
    Wayne, PA
  • 04/2015 → 06/2019
    Charles Schwab Bank
    Wayne, PA
  • 07/2019 → Present
    Fidelity Brokerage Services
    Philadelphia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-08-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Philadelphia, PA
  • 2015-04-27 → 2019-07-22
    Charles Schwab & Co., Inc.
    Wayne, PA
  • 2008-09-16 → 2015-04-15
    Harrisdirect Llc
    Arlington, VA
  • 2005-04-21 → 2006-07-12
    Td Ameritrade, Inc.
    Philadelphia, PA
    Philadelphia, PA
  • 2006-05-05 → 2006-07-12
    Td Ameritrade Investment Management, Llc
    Philadalphia, PA
  • 2004-06-09 → 2005-04-15
    Pnc Wealth Management Llc
    Bryn Mawr, PA
  • 2003-08-13 → 2004-05-17
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Wayne, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-09
  • S66 Uniform Combined State Law Examination
    2008-10-09
Other Names
  • Brian Carl Aguilar
  • Brian Carl Aguilar

View on SEC IAPD

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GLOBAL ADVISERS, LLC
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VERITABLE FINANCIALS LLC
CHARLES SCHWAB & CO., INC.
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC

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MICHAEL CRAVENS CROW
Adam Mark Conish
VICTOR TRAN
Eric Jason Richman
Mark Fleming
Christopher J Nixon

Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

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