Best Investors Account Sign in

Aaron P. Wismar

Strategic Advisers LLC

Greenwood Village, CO

Arvada, CO

Arvada, CO

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-07-21
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-07-21
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Arvada, CO • United States

Arvada, CO • 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
Pacific Investment Management Company Llc New York NY 10/2011 12/2016
Pimco Investments Llc New York NY 10/2011 12/2016
Independent Contractor Austin TX 01/2017 07/2017
Xms Capital Partners (Xa Investments) Chicago IL 07/2017 06/2020
Fidelity Investments Austin TX 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2011 → 12/2016
    Pacific Investment Management Company Llc
    New York, NY
  • 10/2011 → 12/2016
    Pimco Investments Llc
    New York, NY
  • 01/2017 → 07/2017
    Independent Contractor
    Austin, TX
  • 07/2017 → 06/2020
    Xms Capital Partners (Xa Investments)
    Chicago, IL
  • 06/2020 → Present
    Fidelity Investments
    Austin, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-16
S63 Uniform Securities Agent State Law Examination 2009-06-26
  • S66 Uniform Combined State Law Examination
    2020-09-16
  • S63 Uniform Securities Agent State Law Examination
    2009-06-26
Other Names
  • Aaron Peter Wismar
  • Aaron Wismar

View on SEC IAPD

Other Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC
MORGAN STANLEY
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
WESTERN WEALTH MANAGEMENT LLC
CONCURRENT INVESTMENT ADVISORS, LLC

Other Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

More in Greenwood Village, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor