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Benjamin Strait

Strategic Advisers LLC

Winter Park, FL

Sanford, FL

Altamonte Springs, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

900 North Orlando Ave, Winter Park, FL 32789-2924 • United States

Sanford, FL • United States

175 East Altamonte Dr Ste 1000, Altamonte Springs, FL 32701-4346 • 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
Charles Schwab & Co., Inc. Orlando FL 01/1998 03/2017
Charles Schwab Bank Orlando FL 02/2005 03/2017
Fidelity Brokerage Services Llc Altamonte Springs FL 03/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/1998 → 03/2017
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 02/2005 → 03/2017
    Charles Schwab Bank
    Orlando, FL
  • 03/2017 → Present
    Fidelity Brokerage Services Llc
    Altamonte Springs, FL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Altamonte Springs, FL
    Sanford, FL
  • 2017-05-23 → 2018-07-13
    Strategic Advisers Llc
    Altamonte Springs, FL
  • 2003-02-10 → 2017-03-31
    Charles Schwab & Co., Inc.
    Orlando, FL
    Orlando, FL
    Orlando, FL
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-09
S63 Uniform Securities Agent State Law Examination 1998-02-13
  • S65 Uniform Investment Adviser Law Examination
    2017-05-09
  • S63 Uniform Securities Agent State Law Examination
    1998-02-13
Other Names
  • Ben Strait
  • Benjamin Thomas Strait

View on SEC IAPD

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Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
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Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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