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Aaron Jacob Diringer

Strategic Advisers LLC

Roseville, CA

Sacramento, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
UT RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

1261 Roseville Parkway, Roseville, CA 95678-9998 • United States

Sacramento, 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
Franklin Templeton Distributors, Inc. Rancho Cordova CA 02/2017 07/2021
American Pacific Mortgage Roseville CA 06/2016 02/2017
Franklin Templeton Financial Services Corp. Rancho Cordova CA 07/2020 07/2021
Franklin Distributors, Llc Rancho Cordova CA 07/2021 10/2022
Fidelity Investments Roseville CA 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2017 → 07/2021
    Franklin Templeton Distributors, Inc.
    Rancho Cordova, CA
  • 06/2016 → 02/2017
    American Pacific Mortgage
    Roseville, CA
  • 07/2020 → 07/2021
    Franklin Templeton Financial Services Corp.
    Rancho Cordova, CA
  • 07/2021 → 10/2022
    Franklin Distributors, Llc
    Rancho Cordova, CA
  • 10/2022 → Present
    Fidelity Investments
    Roseville, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Roseville, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-28
S63 Uniform Securities Agent State Law Examination 2013-07-24
  • S65 Uniform Investment Adviser Law Examination
    2022-11-28
  • S63 Uniform Securities Agent State Law Examination
    2013-07-24
Other Names
  • Aaron J Phillips
  • Aaron Jacob Phillips
  • Aaron Jacob Diringer
  • Aaron Diringer

View on SEC IAPD

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DANIEL HAVEN FULLER
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JULIA RAMONA SHILES
EDWARD JOSEPH BUNTING
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Other Offices

DCA FAMILY OFFICE, LLC · ROSEVILLE, CA
DCA MANAGEMENT COMPANY, INC. · ROSEVILLE, CA
MUTUAL ADVISORS, LLC · Roseville, CA
DCA FAMILY OFFICE, LLC · Roseville, CA
COMMONWEALTH FINANCIAL NETWORK · Roseville, CA
EDWARD JONES · ROSEVILLE, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Roseville, CA
MERCER GLOBAL ADVISORS INC. · ROSEVILLE, CA

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