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Aimee Beth Bertani

Strategic Advisers LLC

Vancouver, WA

Portland, OR

Vancouver, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • United States

Portland, OR • United States

655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • 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
Whole Foods Market Portland OR 12/2018 01/2023
New Seasons Market Portland OR 06/2017 12/2018
Garden Fever Portland OR 02/2016 05/2017
Fidelity Investments Vancouver WA 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2018 → 01/2023
    Whole Foods Market
    Portland, OR
  • 06/2017 → 12/2018
    New Seasons Market
    Portland, OR
  • 02/2016 → 05/2017
    Garden Fever
    Portland, OR
  • 02/2023 → Present
    Fidelity Investments
    Vancouver, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-11
  • S66 Uniform Combined State Law Examination
    2023-07-11

View on SEC IAPD

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Other Investors

DARREN CLARK BLANCHARD
JASON P BLANCHARD
Ethan Thomas Blanchard
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Matthew C Stroder
SHENA QUEN BARTLETT
JEFFREY SCOTT LUKOWIAK
Brian Jennings Harmon

Other Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Vancouver, WA
AMERIPRISE FINANCIAL SERVICES, LLC · VANCOUVER, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · VANCOUVER, WA
COLUMBIA RIVER FINANCIAL GROUP · VANCOUVER, WA
LPL FINANCIAL LLC · VANCOUVER, WA

More in Vancouver, WA

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