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Aaron Newton

Strategic Advisers LLC

Lawrenceville, GA

Alpharetta, GA

CRD 7530959

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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
GA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • GA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lawrenceville, GA • United States

11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269 • 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
Enterprise Houston TX 06/2019 03/2022
Copper Beech Townhomes Statesboro GA 04/2018 06/2019
Aldi Warner Robins GA 07/2015 08/2017
Full Time Student Statesboro GA 08/2017 04/2018
Fidelity Investments The Woodlands TX 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 03/2022
    Enterprise
    Houston, TX
  • 04/2018 → 06/2019
    Copper Beech Townhomes
    Statesboro, GA
  • 07/2015 → 08/2017
    Aldi
    Warner Robins, GA
  • 08/2017 → 04/2018
    Full Time Student
    Statesboro, GA
  • 03/2022 → Present
    Fidelity Investments
    The Woodlands, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lawrenceville, GA
    Alpharetta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-12
S63 Uniform Securities Agent State Law Examination 2022-08-22
  • S66 Uniform Combined State Law Examination
    2024-07-12
  • S63 Uniform Securities Agent State Law Examination
    2022-08-22
Other Names
  • Aaron Michael Newton
  • Aaron Newton

View on SEC IAPD

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