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Benjamin Scott Berger

Strategic Advisers LLC

Covington, KY

Covington, KY

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Covington, KY • 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
OrganizationCityStateFromTo
Mcnicholas High School Cincinnati OH 05/2016 05/2020
Graeters Ice Cream Cincinnati OH 05/2020 10/2021
Mios Pizza Cincinnati OH 10/2021 11/2023
Fidelity Investments Covington KY 09/2024 Present
Fc Cincinnati Cincinnati OH 03/2022 12/2023
Cincinnati Reds Cincinnati OH 12/2023 08/2024
Coney Island Cincinnati OH 07/2018 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 05/2020
    Mcnicholas High School
    Cincinnati, OH
  • 05/2020 → 10/2021
    Graeters Ice Cream
    Cincinnati, OH
  • 10/2021 → 11/2023
    Mios Pizza
    Cincinnati, OH
  • 09/2024 → Present
    Fidelity Investments
    Covington, KY
  • 03/2022 → 12/2023
    Fc Cincinnati
    Cincinnati, OH
  • 12/2023 → 08/2024
    Cincinnati Reds
    Cincinnati, OH
  • 07/2018 → 08/2019
    Coney Island
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cincinnati, OH
    Covington, KY
Other Businesses

OBA-117216|OrgNmn:DoorDash|Org Addr:Covington,Kentucky,US|OBA Nature:Food delivery service|Invst Rel:N|Title:Independent Contractor|Duties:Delivery food service, will be going from restaurants to houses delivering food. No required hours, work whenever I want|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-12
  • S66 Uniform Combined State Law Examination
    2025-02-12
Other Names
  • Benjamin S Berger
  • Benjamin Berger

View on SEC IAPD

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BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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