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Benjamin Apraez

Strategic Advisers LLC

Fishers, IN

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Fishers, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa-Cref Individual & Institutional Services, Llc Carmel IN 01/2004 11/2020
Tiaa Carmel IN 01/2004 11/2020
N/A Fishers IN 11/2020 06/2021
Schwab Private Client Investment Advisory Indianapolis IN 06/2021 09/2021
Charles Schwab & Co Inc Indianapolis IN 06/2021 09/2021
Fidelity Investments Covington KY 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2004 → 11/2020
    Tiaa-Cref Individual & Institutional Services, Llc
    Carmel, IN
  • 01/2004 → 11/2020
    Tiaa
    Carmel, IN
  • 11/2020 → 06/2021
    N/A
    Fishers, IN
  • 06/2021 → 09/2021
    Schwab Private Client Investment Advisory
    Indianapolis, IN
  • 06/2021 → 09/2021
    Charles Schwab & Co Inc
    Indianapolis, IN
  • 09/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fishers, IN
  • 2021-08-09 → 2021-09-17
    Schwab Wealth Advisory, Inc.
    Indianapolis, IN
Other Businesses

OBA-91872|OrgNmn:Jam PEV|Org Addr:Fishers,Indiana,US|OBA Nature:Service, repair and sale of pe|Invst Rel:N|Title:Sole Proprietor|Duties:personal electric vehicle service, repair and sale|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-09
S63 Uniform Securities Agent State Law Examination 1996-08-26
  • S65 Uniform Investment Adviser Law Examination
    2021-08-09
  • S63 Uniform Securities Agent State Law Examination
    1996-08-26
Other Names
  • Ben Apraez

View on SEC IAPD

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