Aroson M. Randle
STRATEGIC ADVISERS LLC | Benefits & Planning Consultant, Executive Services
SMYRNA, GA
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CRD#: 5331627
Professional summary
Aroson M. Randle, who also goes by Aroson M Randle Mr., Aroson M Randle, Aroson Miguel Randle, Aroson Randle, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Smyrna, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.
Aroson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Aroson has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I leverage the full scope of Fidelity's planning tools and services, to assist Executives in taking full advantage of the benefits provided by their workplace plan. My role is to provide stellar customer service and partner with clients for planning that ensures that executives will have the knowledge to work towards their short and long-term goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Aroson M Randle Mr. | Aroson M Randle | Aroson Miguel Randle | Aroson Randle
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.
OBA-65202|OrgNmn:MHSAA |Org Addr:East Lansi,Michigan,US|OBA Nature:High school Official |Invst Rel:N|Title:MHSAA Official |Duties:Officiate High School Athletics |StrtDt:12-17-2021|TotHrs/mon:20|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Aroson M. Randle's 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®
NoneEducation
Roberts Wesleyan College
Bachelor of Science (BS) - Business Administration
2000
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SMYRNA, GA
Current
December 23, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4671 Town Center Pkwy, Jacksonville, FL 32246BD
CRD#: 7784
Jacksonville, FL
Past
January 18, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LANSING, MI
Past
May 21, 2019 - October 20, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
OKEMOS, MI
Past
May 21, 2019 - October 20, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
OKEMOS, MI
Past
March 22, 2018 - May 3, 2019
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
Okemos, MI
Past
November 13, 2017 - May 3, 2019
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
Okemos, MI
Past
January 1, 2008 - February 12, 2016
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
DURHAM, NC
Past
May 28, 2007 - January 1, 2008
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
CARY, NC
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.RR
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
RR
Alabama(12/23/2021)
RR
Alaska(12/23/2021)
RR
Arizona(12/23/2021)
RR
Arkansas(12/23/2021)
RR
California(12/23/2021)
RR
Colorado(12/23/2021)
RR
Connecticut(12/23/2021)
RR
Delaware(12/23/2021)
RR
District of Columbia(12/23/2021)
RR
Florida(12/23/2021)
RR
Georgia(12/23/2021)
IAR
Georgia(3/31/2025)
RR
Hawaii(12/23/2021)
RR
Idaho(12/23/2021)
RR
Illinois(12/23/2021)
RR
Indiana(12/23/2021)
RR
Iowa(12/23/2021)
RR
Kansas(12/23/2021)
RR
Kentucky(12/23/2021)
RR
Louisiana(12/23/2021)
RR
Maine(12/23/2021)
RR
Maryland(12/23/2021)
RR
Massachusetts(12/23/2021)
RR
Michigan(12/23/2021)
IAR
Michigan(3/31/2025)
RR
Minnesota(12/23/2021)
RR
Mississippi(12/23/2021)
RR
Missouri(12/23/2021)
RR
Montana(12/23/2021)
RR
Nebraska(12/23/2021)
RR
Nevada(12/23/2021)
RR
New Hampshire(12/23/2021)
IAR
New Hampshire(3/31/2025)
RR
New Jersey(12/23/2021)
RR
New Mexico(12/23/2021)
RR
New York(12/23/2021)
RR
North Carolina(12/23/2021)
IAR
North Carolina(3/31/2025)
RR
North Dakota(12/23/2021)
RR
Ohio(12/24/2021)
RR
Oklahoma(12/23/2021)
RR
Oregon(12/23/2021)
RR
Pennsylvania(12/23/2021)
RR
Rhode Island(12/23/2021)
RR
South Carolina(12/23/2021)
RR
South Dakota(12/23/2021)
RR
Tennessee(12/23/2021)
RR
Texas(12/23/2021)
IAR
Texas(3/31/2025)
RR
Utah(12/23/2021)
RR
Vermont(12/23/2021)
RR
Virginia(12/23/2021)
RR
Washington(12/23/2021)
RR
West Virginia(12/23/2021)
RR
Wisconsin(12/23/2021)
RR
Wyoming(12/23/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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
Benefits & Planning Consultant, Executive ServicesCRD#: 104555Smyrna, GATRUST BUT VERIFY
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