Aaron B. Pimentel
Professional summary
Aaron Bert Pimentel, CFP®, who also goes by Aaron B Pimentel, Aaron Bert Pimentel, Aaron Pimentel, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Bothell, Washington and FIDELITY BROKERAGE SERVICES LLC located in Bellevue, Washington.
Aaron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Aaron has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Bert Pimentel's CRS (Customer Relationship Summary).
Certified licenses
Education
California State University, Dominguez Hills
Bachelor of Science (BS) - Finance
2014
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 10500 Ne 8th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303June 30, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 10500 Ne 8th Street-ste 100 Bellevue Place, Bellevue, WA 98004July 4, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
August 28, 2019 - May 26, 2022
HARRISDIRECT LLC
August 28, 2019 - May 26, 2022
E*TRADE SECURITIES LLC
December 4, 2018 - May 21, 2019
FISHER INVESTMENTS
November 28, 2017 - November 14, 2018
U.S. BANCORP INVESTMENTS, INC.
November 28, 2017 - November 14, 2018
U.S. BANCORP INVESTMENTS, INC.
September 10, 2015 - December 5, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 25, 2015 - December 5, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 21, 2008 - August 26, 2015
SCOTTRADE, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/30/2022)
(6/30/2022)
(6/30/2022)
(6/30/2022)
(6/30/2022)
(6/30/2022)
(6/30/2022)
(9/10/2024)
(9/9/2022)
(10/7/2025)
(5/7/2024)
(3/2/2024)
(5/3/2024)
(1/3/2025)
(7/19/2024)
(9/29/2023)
(6/30/2022)
(1/3/2025)
(6/12/2023)
(9/10/2024)
(6/30/2022)
(3/31/2025)
(6/30/2022)
(3/31/2025)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
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 |
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Bothell, WATRUST BUT VERIFY
Monitor Aaron Pimentel
Get automatic monthly alerts on:
