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Benjamin David Gebhardt

Strategic Advisers LLC

Brooklyn, NY

New York, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Brooklyn, NY • United States

330 Park Ave S, New York, NY 10010-3643 • 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 Greenwood Village CO 08/2021 Present
Vantage Marketing New Brunswick NJ 05/2021 08/2021
Greeley Country Club Greeley CO 07/2019 05/2021
Triverity Laboratories Loveland CO 09/2020 02/2021
1888 Industrial Services Ault CO 12/2018 03/2019
Taco Bell Greeley CO 10/2016 11/2017
Wash N Gloss Car Wash Greeley CO 04/2019 06/2019
Wash N Gloss Car Wash Greeley CO 03/2018 07/2018
Camp Idrahaje Bailey CO 05/2014 08/2017
Doordash Greeley CO 01/2019 05/2019
Frontier Academy Greeley CO 08/2011 05/2017
University Of Northern Colorado Greeley CO 08/2017 05/2021
Universidad Del Salvador Buenos Aires 07/2018 11/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 05/2021 → 08/2021
    Vantage Marketing
    New Brunswick, NJ
  • 07/2019 → 05/2021
    Greeley Country Club
    Greeley, CO
  • 09/2020 → 02/2021
    Triverity Laboratories
    Loveland, CO
  • 12/2018 → 03/2019
    1888 Industrial Services
    Ault, CO
  • 10/2016 → 11/2017
    Taco Bell
    Greeley, CO
  • 04/2019 → 06/2019
    Wash N Gloss Car Wash
    Greeley, CO
  • 03/2018 → 07/2018
    Wash N Gloss Car Wash
    Greeley, CO
  • 05/2014 → 08/2017
    Camp Idrahaje
    Bailey, CO
  • 01/2019 → 05/2019
    Doordash
    Greeley, CO
  • 08/2011 → 05/2017
    Frontier Academy
    Greeley, CO
  • 08/2017 → 05/2021
    University Of Northern Colorado
    Greeley, CO
  • 07/2018 → 11/2018
    Universidad Del Salvador
    Buenos Aires
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-24
S63 Uniform Securities Agent State Law Examination 2022-01-10
  • S66 Uniform Combined State Law Examination
    2022-09-24
  • S63 Uniform Securities Agent State Law Examination
    2022-01-10
Other Names
  • Benjamin David Gebhardt
  • Ben Gebhardt
  • Benjamin Gebhardt

View on SEC IAPD

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