AARON CHAO is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-07-12 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2019-06-28 | 2022-04-20 | — |