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Benjamin Shirley

Strategic Advisers LLC

Highland Park, IL

Chicago, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1 Skokie Valley Road, Highland Park, IL 60035-4401 • United States

Chicago, IL • 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
Neuberger Berman Llc New York NY 08/2014 01/2017
Stifel Nicolaus & Co Inc. Chicago IL 01/2018 03/2022
Cw Henderson Chicago IL 02/2017 07/2017
Traveling Chicago IL 08/2017 12/2017
Fidelity Investments Highland Park IL 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 01/2017
    Neuberger Berman Llc
    New York, NY
  • 01/2018 → 03/2022
    Stifel Nicolaus & Co Inc.
    Chicago, IL
  • 02/2017 → 07/2017
    Cw Henderson
    Chicago, IL
  • 08/2017 → 12/2017
    Traveling
    Chicago, IL
  • 04/2022 → Present
    Fidelity Investments
    Highland Park, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-22
S63 Uniform Securities Agent State Law Examination 2010-10-01
  • S66 Uniform Combined State Law Examination
    2015-04-22
  • S63 Uniform Securities Agent State Law Examination
    2010-10-01
Other Names
  • Benjamin Craig Shirley
  • Benjamin Shirley

View on SEC IAPD

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NOEL ADAM COOPER
ZACHARY HAROLD WALTERS
LOUIS BURTON KLIEGER
BLAKE S SCIERA
HOWARD ROBERT KLIEGER
WYATT REED DOWLING
BRADLEY CORDES
KAREN M FINERMAN

Other Offices

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC · HIGHLAND PARK, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Highland Park, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · HIGHLAND PARK, IL
CITIGROUP GLOBAL MARKETS INC. · HIGHLAND PARK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL

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