Aden Benjamin Schwartz

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 12/2019
  B7 Properties
  Rhode Island, RI
• 06/2017 → 05/2019
  Ymca
  Massachusetts, MA
• 07/2020 → 08/2021
  Doordash
  California, CA
• 12/2019 → 03/2020
  Jack Conway
  Massachusetts, MA
• 06/2022 → 08/2023
  Juno Journey
  Tel Aviv
• 06/2023 → 09/2023
  Ignition Consultants
  Massachusetts, MA
• 08/2019 → 01/2020
  Cousins Pizza
  Massachusetts, MA
• 06/2024 → Present
  Fidelity Investments
  Smithfield, RI
• 05/2020 → 02/2024
  Self Employed
  Mansfield, MA
• 10/2021 → 05/2024
  Bueno Y Sano
  Massachusetts, MA
• 05/2019 → 08/2019
  High Sierra Pools
  Virginia, VA
• 06/2016 → 06/2020
  Mansfield High School
  Mansfield, MA

Exams

• S66 Uniform Combined State Law Examination
  2025-08-29
• S63 Uniform Securities Agent State Law Examination
  2024-09-13

Other Names

• Aden B Schwartz
• Aden Schwartz