Brian C. Aguilar

STRATEGIC ADVISERS LLC | Financial Consultant

WILDWOOD, NJ

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CRD#: 2510341

Professional summary

Brian Carl Aguilar, who also goes by Brian Carl Aguilar Mr., Brian Carl Aguilar, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Wildwood, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Philadelphia, Pennsylvania.

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Brian has worked at 10 firms and has passed the Series 66, SIE, Series 7, Series 10, Series 9 and Series 24 exams.

Biography

As a Financial Consultant at Fidelity Investments, I help people with retirement planning, asset allocation, income strategies, estate planning considerations, family and legacy needs. I have a passion developing relationships with clients throughout life events and work towards longer term financial success.  

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Carl Aguilar Mr. | Brian Carl Aguilar

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Carl Aguilar's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Education

Penn State University

Master of Business Administration (MBA) - Finance

2003

Denison University

Bachelor of Arts (BA) - Economics

1994

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 1735 Market St Mellon Bank Center, Philadelphia, PA 19103-2998

RIA

CRD#: 104555

WILDWOOD, NJ

Current

August 1, 2019 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 1735 Market Street Mellon Bank Center, Philadelphia, PA 19103

CRD#: 7784

Philadelphia, PA

Past

August 5, 2019 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

PHILADELPHIA, PA

Past

April 27, 2015 - July 22, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

WAYNE, PA

Past

April 27, 2015 - July 22, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WAYNE, PA

Past

September 16, 2008 - April 15, 2015

HARRISDIRECT LLC

RIA

CRD#: 42159

ARLINGTON, VA

Past

August 24, 2006 - April 15, 2015

E*TRADE SECURITIES LLC

CRD#: 29106

WASHINGTON, DC

Past

May 5, 2006 - July 12, 2006

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

PHILADALPHIA, PA

Past

April 21, 2005 - July 12, 2006

TD AMERITRADE, INC.

RIA

CRD#: 7870

PHILADELPHIA, PA

Past

April 21, 2005 - July 12, 2006

TD AMERITRADE, INC.

CRD#: 7870

PHILADELPHIA, PA

Past

June 9, 2004 - April 15, 2005

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

BRYN MAWR, PA

Past

June 9, 2004 - April 15, 2005

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

PITTSBURGH, PA

Past

August 13, 2003 - May 17, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WAYNE, PA

Past

May 16, 2003 - May 17, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(10/10/2019)

Colorado
(12/9/2024)

Connecticut
(10/15/2025)

Delaware
(8/1/2019)

District of Columbia
(1/4/2025)

Florida
(8/1/2019)

Georgia
(4/15/2025)

Illinois
(6/22/2022)

Indiana
(3/4/2022)

Maryland
(10/10/2019)

Massachusetts
(12/21/2020)

Michigan
(9/18/2020)

Minnesota
(10/10/2019)

New Jersey
(8/1/2019)

IAR

New Jersey
(4/24/2025)

New York
(8/1/2019)

Ohio
(10/11/2019)

Pennsylvania
(8/1/2019)

IAR

Pennsylvania
(3/31/2025)

South Carolina
(9/18/2020)

South Dakota
(3/4/2022)

Texas
(10/10/2019)

IAR

Texas
(3/31/2025)

Virginia
(4/8/2025)

Washington
(3/25/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/9/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/14/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 7/12/2012

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/16/2012

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 7/17/2007

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Brian C. Aguilar

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Carl Aguilar's CRS (Customer Relationship Summary).

Certified licenses

Education

Penn State University

Denison University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/9/2008

SIE

Date: 10/1/2018

Series 7

Date: 5/14/2003

Series 10

Date: 7/12/2012

Series 9

Date: 3/16/2012

Series 24

Date: 7/17/2007

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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