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Aaron Braun

Strategic Advisers LLC

Sacramento, CA

Folsom, 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 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • United States

Folsom, 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
Sacramento Running Association Sacramento CA 06/2022 01/2023
California State University - Sacramento Sacramento CA 11/2018 06/2022
Self-Employed Flagstaff AZ 03/2010 11/2018
Streamline Athletes Inc. Coquitlam 06/2022 08/2022
Rundoyen Portland OR 01/2018 03/2019
Fidelity Investments Sacramento CA 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 01/2023
    Sacramento Running Association
    Sacramento, CA
  • 11/2018 → 06/2022
    California State University - Sacramento
    Sacramento, CA
  • 03/2010 → 11/2018
    Self-Employed
    Flagstaff, AZ
  • 06/2022 → 08/2022
    Streamline Athletes Inc.
    Coquitlam
  • 01/2018 → 03/2019
    Rundoyen
    Portland, OR
  • 01/2023 → Present
    Fidelity Investments
    Sacramento, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sacramento, CA
Other Businesses

OBA-131844|OrgNmn:Sacramento Running Association|Org Addr:Sacramento,California,US|OBA Nature:Helping with production and/or|Invst Rel:N|Title:Independent Contractor|Duties:Helping with course closures/directions; start/finish line production/logistics|StrtDt:09-15-26|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-06
S63 Uniform Securities Agent State Law Examination 2023-03-03
  • S66 Uniform Combined State Law Examination
    2023-04-06
  • S63 Uniform Securities Agent State Law Examination
    2023-03-03
Other Names
  • Aaron Michael Braun
  • Aaron Braun

View on SEC IAPD

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ROSS BEARDSLEE LEVINE
ANDREA LYNN SILVA
LOEL GLEN HEUPEL
JEFFREY I BEDELL

Other Offices

GUANILL WEALTH MANAGEMENT · SACRAMENTO, CA
ENDEAVOR FINANCIAL PLANNING · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
ROBERT W. BAIRD & CO. INCORPORATED · SACRAMENTO, CA

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