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Aaron M. Yen

Strategic Advisers LLC

Seattle, WA

Seattle, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

1518 6Th Ave, Seattle, WA 98101-1706 • United States

Seattle, WA • 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
Edward Jones St Louis MO 04/2018 09/2019
Federal Service - Military Technician Ft. Lewis WA 04/2010 10/2017
Convoy Seattle WA 11/2019 01/2020
Keybank Seattle WA 01/2020 06/2022
Key Investment Services Seattle WA 07/2020 06/2022
United States Army Reserve Ft. Lewis WA 09/2009 Present
Fidelity Investments Seattle WA 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2018 → 09/2019
    Edward Jones
    St Louis, MO
  • 04/2010 → 10/2017
    Federal Service - Military Technician
    Ft. Lewis, WA
  • 11/2019 → 01/2020
    Convoy
    Seattle, WA
  • 01/2020 → 06/2022
    Keybank
    Seattle, WA
  • 07/2020 → 06/2022
    Key Investment Services
    Seattle, WA
  • 09/2009 → Present
    United States Army Reserve
    Ft. Lewis, WA
  • 06/2022 → Present
    Fidelity Investments
    Seattle, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Seattle, WA
  • 2021-08-16 → 2022-07-01
    Key Investment Services Llc
    Brooklyn, OH
    Seattle, WA
    Tacoma, WA
  • 2019-01-28 → 2019-08-29
    Edward Jones
    Seattle, WA
    St Louis, MO
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-25
  • S66 Uniform Combined State Law Examination
    2019-01-25
Other Names
  • Aaron Michael Yen
  • Aaron M Yen

View on SEC IAPD

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FREESTONE CAPITAL MANAGEMENT, LLC
CEDAR RIVER CAPITAL, LLC
ROBERT A. UNDERHILL P.C.
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Other Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE
WILLIAM LEE REECE
ANDREW JAMES BARFOOT
JONATHAN JACOB WITTLIN
MATTHEW ALLAN TIGERT
JENNA M BRAZILE

Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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