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Aaron Chao

Strategic Advisers LLC

Bradenton, FL

Sarasota, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Bradenton, FL • United States

201 N Cattlemen Rd, Sarasota, FL 34243-4743 • 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
Chao Enterprise Inc Melbourne FL 07/2015 11/2016
Northwestern Mutual Life Insurance Company Milwaukee WI 11/2016 01/2018
Northwestern Mutual Investment Services Llc Orlando FL 11/2016 02/2018
Charles Schwab & Co., Inc. Sarasota FL 02/2018 04/2022
Charles Schwab Bank Ssb Sarasote FL 11/2020 04/2022
Fidelity Investments Sarasota FL 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → 11/2016
    Chao Enterprise Inc
    Melbourne, FL
  • 11/2016 → 01/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2016 → 02/2018
    Northwestern Mutual Investment Services Llc
    Orlando, FL
  • 02/2018 → 04/2022
    Charles Schwab & Co., Inc.
    Sarasota, FL
  • 11/2020 → 04/2022
    Charles Schwab Bank Ssb
    Sarasote, FL
  • 04/2022 → Present
    Fidelity Investments
    Sarasota, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sarasota, FL
  • 2019-06-28 → 2022-04-20
    Charles Schwab & Co., Inc.
    Austin, TX
    Austin, TX
    Sarasota, FL
Other Businesses

OrgNmn:Bachata Journey Srq|Org Addr:Sarasota,Florida,US|OBA Nature:Latin Dance Studio|Invst Rel:N|Title:Sole Proprietor|Duties:dance instructor|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0 OrgNmn:Bar B Clean|Org Addr:Sarasota,Florida,US|OBA Nature:Grill cleaning/repairs|Invst Rel:N|Title:Sole Proprietor|Duties:business owner managing a team that will service grill cleaning/repairs. |StrtDt:|TotHrs/mon:25|TrdHrs/mon:10|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-28
S63 Uniform Securities Agent State Law Examination 2017-07-14
  • S66 Uniform Combined State Law Examination
    2019-06-28
  • S63 Uniform Securities Agent State Law Examination
    2017-07-14
Other Names
  • Aaron Chao
  • Aaron Chin-Yuan Chao

View on SEC IAPD

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