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Benjamin C Moy

Strategic Advisers LLC

Sutton, MA

Smithfield, RI

CRD 7333885

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-05-15
RI RA APPROVED 2025-05-07
TX RA APPROVED 2025-05-07
  • MA RA
    APPROVED
    Since 2025-05-15
  • RI RA
    APPROVED
    Since 2025-05-07
  • TX RA
    APPROVED
    Since 2025-05-07

Branch Locations

Sutton, MA • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Fidelity Investments Merrimack NH 01/2021 Present
Kappa Sigma Fraternity (Beta-Kappa Chapter) Durham NH 11/2018 12/2019
University Of New Hampshire Durham NH 08/2016 05/2020
Worcester Country Club Worcester MA 04/2012 11/2020
Blackstone National Golf Club Sutton MA 08/2020 10/2020
Blackstone National Golf Club Sutton MA 06/2019 08/2019
Blackstone National Golf Club Sutton MA 06/2018 08/2018
  • 01/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 11/2018 → 12/2019
    Kappa Sigma Fraternity (Beta-Kappa Chapter)
    Durham, NH
  • 08/2016 → 05/2020
    University Of New Hampshire
    Durham, NH
  • 04/2012 → 11/2020
    Worcester Country Club
    Worcester, MA
  • 08/2020 → 10/2020
    Blackstone National Golf Club
    Sutton, MA
  • 06/2019 → 08/2019
    Blackstone National Golf Club
    Sutton, MA
  • 06/2018 → 08/2018
    Blackstone National Golf Club
    Sutton, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-25
S63 Uniform Securities Agent State Law Examination 2021-05-14
  • S66 Uniform Combined State Law Examination
    2025-04-25
  • S63 Uniform Securities Agent State Law Examination
    2021-05-14
Other Names
  • Benjamin Christopher Moy
  • Benjamin Moy

View on SEC IAPD

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