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Benjamin Agostini

Strategic Advisers LLC

Smithfield, RI

Exeter, RI

CRD 8035183

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-05-09
TX RA APPROVED 2025-05-09
  • RI RA
    APPROVED
    Since 2025-05-09
  • TX RA
    APPROVED
    Since 2025-05-09

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Exeter, RI • 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
Salve Regina Univerisity Newport RI 09/2016 10/2018
Fidelity Investments Smithfield RI 01/2025 Present
Southern New Hampshire University Manchester NH 09/2024 12/2024
Ocean Tides School Narragansett RI 10/2018 09/2024
  • 09/2016 → 10/2018
    Salve Regina Univerisity
    Newport, RI
  • 01/2025 → Present
    Fidelity Investments
    Smithfield, RI
  • 09/2024 → 12/2024
    Southern New Hampshire University
    Manchester, NH
  • 10/2018 → 09/2024
    Ocean Tides School
    Narragansett, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-30
  • S66 Uniform Combined State Law Examination
    2025-04-30

View on SEC IAPD

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