Benjamin Enrique Velasquez

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Katy, TX • 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

Organization	City	State	From	To
Western & Southern Brokerage	Cincinnati	OH	04/2021	08/2021
Western & Southern Life	Houston	TX	03/2021	08/2021
Unemployed	Houston	TX	12/2020	03/2021
University Of St Thomas	Houston	TX	08/2019	12/2020
Sam Houston State University	Huntsville	TX	03/2016	08/2019
Fidelity Investment	Houston	TX	08/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2021 → 08/2021

Western & Southern Brokerage

Cincinnati, OH
03/2021 → 08/2021

Western & Southern Life

Houston, TX
12/2020 → 03/2021

Unemployed

Houston, TX
08/2019 → 12/2020

University Of St Thomas

Houston, TX
03/2016 → 08/2019

Sam Houston State University

Huntsville, TX
08/2021 → Present

Fidelity Investment

Houston, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-10-04 → 2025-03-31

Fidelity Personal And Workplace Advisors

Salt Lake City, UT
2021-07-16 → 2021-08-02

W&S Brokerage Services, Inc.

Houston, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-07-15
S63	Uniform Securities Agent State Law Examination	2021-05-28

S65 Uniform Investment Adviser Law Examination

2021-07-15
S63 Uniform Securities Agent State Law Examination

2021-05-28

Other Names

Benjamin Enrique Velasquez Ruiz

View on SEC IAPD

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