Benjamin Beiser

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
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

New York, 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	09/2018	04/2021
Student	Elon	NC	09/2014	06/2018
Alliance Bernstein	New York	NY	05/2021	02/2022
Fidelity Investments	New York	NY	02/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2018 → 04/2021

Edward Jones

St Louis, MO
09/2014 → 06/2018

Student

Elon, NC
05/2021 → 02/2022

Alliance Bernstein

New York, NY
02/2022 → Present

Fidelity Investments

New York, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-04-28 → 2025-03-31

Fidelity Personal And Workplace Advisors

New York, NY
2021-10-18 → 2022-02-16

Alliancebernstein L.P.

New York, NY
2018-11-30 → 2021-04-19

Edward Jones

Charlotte, NC

St Louis, MO

Greensboro, NC

Greensboro, NC

Greensboro, NC

Other Businesses

OBA-98931|OrgNmn:Highlake LLC|Org Addr:Charlotte,North Caro,US|OBA Nature:Investment property|Invst Rel:Y|Title:Investor|Duties:None|StrtDt:06-02-23|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-11-29

S66 Uniform Combined State Law Examination

2018-11-29

View on SEC IAPD

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