Aaron Correll

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 05/2018
  Jp Morgan Securities Llc
  Sunnyvale, CA
• 08/2012 → 06/2017
  Jp Morgan Chase Bank
  Sunnyvale, CA
• 03/2014 → 02/2017
  Lyft
  San Francisco, CA
• 06/2017 → 05/2018
  Jpmorgan Chase Bank, N.A.
  Palo Alto, CA
• 05/2018 → Present
  Fidelity Brokerage Services Llc
  Los Gatos, CA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  San Jose, CA
  Los Gatos, CA
• 2018-06-12 → 2018-07-13
  Strategic Advisers Llc
  Los Gatos, CA
• 2017-06-06 → 2018-05-31
  J.P. Morgan Securities Llc
  Sunnyvale, CA
  Palo Alto, CA

Exams

• S66 Uniform Combined State Law Examination
  2017-05-30
• S63 Uniform Securities Agent State Law Examination
  2013-04-01

Other Names

• Aaron Correll
• Aaron Scott Correll
• Aaron Scott Correll