Aaron Bechet

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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-11-17

TX RA
APPROVED

Since 2025-11-17

Branch Locations

Hurst, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Unemployed	Fort Worth	TX	11/2024	03/2025
Verizon Wireless	Irving	TX	10/2017	10/2024
Fidelity Investments	Westlake	TX	04/2025	Present
United States Airforce	San Antonio	TX	01/2017	05/2017
24-7 Intouch	Frisco	TX	08/2014	10/2017

11/2024 → 03/2025

Unemployed

Fort Worth, TX
10/2017 → 10/2024

Verizon Wireless

Irving, TX
04/2025 → Present

Fidelity Investments

Westlake, TX
01/2017 → 05/2017

United States Airforce

San Antonio, TX
08/2014 → 10/2017

24-7 Intouch

Frisco, TX

Other Businesses

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-11-03

S66 Uniform Combined State Law Examination

2025-11-03

View on SEC IAPD