Aria A. Hattiangadi
STRATEGIC ADVISERS LLC | Financial Consultant
SANDY SPRINGS, GA
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CRD#: 5442154
Professional summary
Aria A Hattiangadi, who also goes by Aria Graz, Aria A Hattiangadi, Aria Hattiangadi, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sandy Springs, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Atlanta, Georgia.
Aria is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Aria has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.
Biography
I partner with my clients to understand their unique circumstances and goals. Together, we co-create personalized financial plans and investment strategies to support your wealth and legacy goals so that you can focus on the areas of life that are most meaningful to you. I bring over 15 years of experience working with corporate and business clients to you and your family.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Aria Graz | Aria A Hattiangadi | Aria Hattiangadi
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-16844|OrgNmn:Arcis|Org Addr:Atlanta,Georgia,US|OBA Nature:Herbal beauty products (skin c|Invst Rel:N|Title:Owner / sole proprietor|Duties:Maintain website, service orders, if any|StrtDt:02-01-18|TotHrs/mon:20|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Aria A Hattiangadi'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
New York Univeristy Stern School of Business
Master of Business Administration (MBA) - Financial Instruments & Markets, Corporate Finance
2007
University of Virginia
B.S. Architecture - Architecture, Political & Social Thought
1996
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326RIA
CRD#: 104555
SANDY SPRINGS, GA
Current
January 7, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568BD
CRD#: 7784
Atlanta, GA
Past
February 10, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ATLANTA, GA
Past
January 30, 2008 - September 30, 2013
GORDIAN GROUP, LLC
BD
CRD#: 24034
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".
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(11/16/2021)
RR
California(6/4/2021)
RR
Connecticut(2/9/2021)
RR
Florida(6/4/2021)
RR
Georgia(2/4/2021)
IAR
Georgia(3/31/2025)
RR
Minnesota(7/19/2024)
RR
Mississippi(6/4/2021)
RR
Missouri(9/9/2022)
RR
New Jersey(7/19/2024)
RR
New York(11/16/2021)
RR
North Carolina(9/20/2022)
RR
Ohio(3/8/2022)
RR
Pennsylvania(2/9/2021)
RR
South Carolina(3/4/2022)
RR
Tennessee(9/7/2022)
RR
Texas(3/4/2022)
IAR
Texas(3/31/2025)
RR
Virginia(8/20/2025)
RR
West Virginia(2/9/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/7/2021
General Securities Representative ExaminationGeneral 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Sandy Springs, GATRUST BUT VERIFY
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Contact information
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