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Benjamin Eli Stern

Strategic Advisers LLC

Burbank, CA

CRD 8078186

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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
CA RA APPROVED 2026-07-09
TX RA APPROVED 2026-07-09
  • CA RA
    APPROVED
    Since 2026-07-09
  • TX RA
    APPROVED
    Since 2026-07-09

Branch Locations

Burbank, CA • 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
Unemployed Bountiful UT 02/2012 02/2025
Bmw Of Murray Murray UT 09/2023 06/2024
Unemployed Burbank CA 01/2015 07/2018
Fidelity Investments Salt Lake City UT 04/2025 Present
Two Rivers High School Ogden UT 11/2020 05/2021
Gopuff Philadelphia PA 09/2021 02/2022
Neighborhood Rock School Burbank CA 12/2014 01/2017
2U Lanham MD 02/2022 09/2023
Languagebird Los Angeles CA 06/2024 10/2024
Unemployed Burbank CA 09/2018 11/2020
Unemployed Burbank CA 05/2021 09/2021
Fullstack Academy New York NY 02/2025 04/2025
Tilly'S Burbank CA 07/2018 09/2018
  • 02/2012 → 02/2025
    Unemployed
    Bountiful, UT
  • 09/2023 → 06/2024
    Bmw Of Murray
    Murray, UT
  • 01/2015 → 07/2018
    Unemployed
    Burbank, CA
  • 04/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 11/2020 → 05/2021
    Two Rivers High School
    Ogden, UT
  • 09/2021 → 02/2022
    Gopuff
    Philadelphia, PA
  • 12/2014 → 01/2017
    Neighborhood Rock School
    Burbank, CA
  • 02/2022 → 09/2023
    2U
    Lanham, MD
  • 06/2024 → 10/2024
    Languagebird
    Los Angeles, CA
  • 09/2018 → 11/2020
    Unemployed
    Burbank, CA
  • 05/2021 → 09/2021
    Unemployed
    Burbank, CA
  • 02/2025 → 04/2025
    Fullstack Academy
    New York, NY
  • 07/2018 → 09/2018
    Tilly'S
    Burbank, CA
Other Businesses

OBA-121278|OrgNmn:Drummer|Org Addr:Bountiful,Utah,US|OBA Nature:I play drums in different band|Invst Rel:N|Title:Drummer|Duties:Performing live as a drummer|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-29
S63 Uniform Securities Agent State Law Examination 2025-08-06
  • S66 Uniform Combined State Law Examination
    2026-06-29
  • S63 Uniform Securities Agent State Law Examination
    2025-08-06
Other Names
  • Benjamin Stern

View on SEC IAPD

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