Benjamin Balduc

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

Ponder, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Td Ameritrade	Southlake	TX	11/2018	08/2020
Nisd	Justin	TX	08/2016	11/2018
Charles Schwab & Co., Inc.	Westlake	TX	08/2020	04/2022
Fidelity Investments	Westlake	TX	04/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2018 → 08/2020

Td Ameritrade

Southlake, TX
08/2016 → 11/2018

Nisd

Justin, TX
08/2020 → 04/2022

Charles Schwab & Co., Inc.

Westlake, TX
04/2022 → Present

Fidelity Investments

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-05-09 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-23
S63	Uniform Securities Agent State Law Examination	2019-01-14

S66 Uniform Combined State Law Examination

2023-02-23
S63 Uniform Securities Agent State Law Examination

2019-01-14

Other Names

Benjamin Russell Balduc
Benjamin R Balduc
Benjamin Balduc

View on SEC IAPD

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