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Ariunaa Stover

Strategic Advisers LLC

Everson, WA

CRD 5124940

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-11
WA RA APPROVED 2025-12-10
  • TX RA
    APPROVED_RES
    Since 2025-12-11
  • WA RA
    APPROVED
    Since 2025-12-10

Branch Locations

Everson, WA • 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 Denver CO 02/2016 11/2016
People'S Bank Everson WA 12/2019 06/2021
Unemployed Everson WA 06/2021 09/2022
Wells Fargo Bank Everson WA 11/2016 04/2019
Unemployed Everson WA 12/2024 10/2025
Fidelity Investments Everson WA 11/2025 Present
Osaic Wealth Inc Everson WA 09/2022 12/2024
Unemployed Everson WA 04/2019 12/2019
  • 02/2016 → 11/2016
    Unemployed
    Denver, CO
  • 12/2019 → 06/2021
    People'S Bank
    Everson, WA
  • 06/2021 → 09/2022
    Unemployed
    Everson, WA
  • 11/2016 → 04/2019
    Wells Fargo Bank
    Everson, WA
  • 12/2024 → 10/2025
    Unemployed
    Everson, WA
  • 11/2025 → Present
    Fidelity Investments
    Everson, WA
  • 09/2022 → 12/2024
    Everson, WA
  • 04/2019 → 12/2019
    Unemployed
    Everson, WA
Previous Registrations
  • 2024-06-14 → 2024-12-20
    Scottsdale, AZ
  • 2022-09-20 → 2024-06-14
    Securities America Advisors, Inc.
    La Vista, NE
  • 2020-07-01 → 2021-06-17
    Bellingham, WA
    Renton, WA
    Bellingham, WA
    Everson, WA
    Ferndale, WA
  • 2017-09-25 → 2019-04-04
    Castle Rock, CO
    Greenwood Village, CO
    Mount Vernon, WA
    Seattle, WA
    Bellingham, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-25
S63 Uniform Securities Agent State Law Examination 2006-08-30
  • S66 Uniform Combined State Law Examination
    2017-09-25
  • S63 Uniform Securities Agent State Law Examination
    2006-08-30
Other Names
  • Ariunaa Danzanbaljir
  • Ari Stover

View on SEC IAPD

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