Aaron Wilson

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

• 07/2022 → Present
  Fidelity Investments
  Merrimack, NH
• 05/2022 → 07/2022
  Fairway Independent Mortgage Company
  Windham, NH
• 04/2019 → 05/2022
  Norcom Mortgage
  Avon, CT
• 11/2018 → 04/2019
  Ups
  Hartford, CT
• 10/2018 → 03/2019
  Bendett & Mchugh P.C.
  Farmington, CT
• 09/2018 → 10/2018
  Unemployed
  New Britain, CT
• 01/2018 → 09/2018
  1St Alliance Lending Llc
  East Hartford, CT
• 08/2017 → 12/2017
  Aerotek
  Farmington, CT
• 06/2017 → 09/2017
  Gnc
  Windsor, CT
• 04/2016 → 08/2017
  Securamerica
  Hartford, CT
• 01/2016 → 05/2017
  Central Connecticut State University
  New Britain, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-03-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
  Londonderry, NH

Exams

• S66 Uniform Combined State Law Examination
  2025-03-04
• S63 Uniform Securities Agent State Law Examination
  2023-01-18

Other Names

• Aaron Tyshawn Wilson
• Aaron Wilson