Mark Russell Benenati

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → Present
  Fidelity Investments
  Durham, NC
• 05/2019 → 01/2020
  Total Quality Logistics
  Raleigh, NC
• 01/2018 → 05/2019
  Planet Fitness
  Greenville, NC
• 08/2017 → 01/2018
  Fitness Connection
  Greenville, NC
• 06/2016 → 08/2017
  Planet Fitness
  New Bern, NC
• 08/2017 → 05/2019
  East Carolina University
  Greenville, NC
• 03/2016 → 12/2016
  Craven Community College
  New Bern, NC
• 01/2020 → 07/2021
  Unemployed
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-02-14

Other Names

• Mark Russell Benenati
• Mark Benenati