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Brendan Robert Benson

Strategic Advisers LLC

Lakewood, CO

Greenwood Village, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Lakewood, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Urban Egg Fort Collins CO 05/2017 08/2017
Glenmoor Country Club Englewood CO 05/2018 08/2018
Colorado State University Fort Collins CO 08/2015 12/2019
Centennial State Financial Greenwood Village CO 08/2019 01/2020
Fidelity Brokerage Services Llc Greenwood Village CO 03/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 08/2017
    Urban Egg
    Fort Collins, CO
  • 05/2018 → 08/2018
    Glenmoor Country Club
    Englewood, CO
  • 08/2015 → 12/2019
    Colorado State University
    Fort Collins, CO
  • 08/2019 → 01/2020
    Centennial State Financial
    Greenwood Village, CO
  • 03/2020 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-06
S63 Uniform Securities Agent State Law Examination 2020-09-23
  • S66 Uniform Combined State Law Examination
    2023-04-06
  • S63 Uniform Securities Agent State Law Examination
    2020-09-23
Other Names
  • Brendan Robert Benson
  • Brendan Benson
  • Brendan Robert Benson

View on SEC IAPD

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