Benjamin Thomas Ratliff

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

• 03/2019 → Present
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 05/2018 → 01/2019
  Self Employed (Ben Ratliff Photo)
  Montverde, FL
• 06/2016 → 06/2018
  Hernando County Fire Rescue
  Brooksville, FL
• 01/2009 → 11/2017
  Self Employed (Production Film/Tv)
  Montverde, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-06-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2020-06-18
• S63 Uniform Securities Agent State Law Examination
  2019-06-07

Other Names

• Benjamin T Ratliff