Benjamin Andrew Hoffman

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

• 06/2019 → 05/2023
  Td Ameritrade
  Omaha, NE
• 05/2018 → 08/2018
  Td Ameritrade
  Omaha, NE
• 01/2017 → 04/2017
  Cocovail Beer Hall
  Barcelona
• 08/2015 → 05/2019
  Univesity Of Nebraska-Lincoln
  Lincoln, NE
• 05/2011 → 08/2017
  Sundaze Lawn Care & Sprinkeler Service
  Omaha, NE
• 05/2023 → Present
  Fidelity Investments
  Houston, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-02-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Houston, TX
• 2022-09-30 → 2023-05-03
  Charles Schwab & Co., Inc.
  Omaha, NE
• 2022-07-18 → 2022-10-14
  Td Ameritrade, Inc.
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2022-07-15
• S63 Uniform Securities Agent State Law Examination
  2019-08-19

Other Names

• Ben Hoffman