Benjamin Tuck

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

• 08/2024 → Present
  Fidelity Investments
  Smithfield, RI
• 03/2023 → 05/2023
  Whole Foods Market
  Hadley, MA
• 05/2021 → 05/2024
  Umass Amherst
  Amherst, MA
• 08/2020 → 05/2021
  Umass Lowell
  Lowell, MA
• 09/2023 → 04/2024
  Whole Foods Market
  Hadley, MA
• 07/2023 → 09/2023
  Solgud Robotics
  Cambridge, MA
• 10/2013 → 08/2020
  Unemployed
  North Easton, MA
• 05/2024 → 08/2024
  Unemployed
  North Easton, MA
• 05/2022 → 08/2022
  Lowes
  West Bridgewater, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI
  North Easton, MA

Exams

• S66 Uniform Combined State Law Examination
  2024-12-12