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Benjamin Wright

Strategic Advisers LLC

Liberty, MO

CRD 5562707

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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
AR RA APPROVED 2025-03-31
KS RA APPROVED 2025-03-31
MO RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • AR RA
    APPROVED
    Since 2025-03-31
  • KS RA
    APPROVED
    Since 2025-03-31
  • MO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Liberty, MO • 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
Fidelity Investments Reno NV 12/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2010 → Present
    Fidelity Investments
    Reno, NV
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Westlake, TX
    Liberty, MO
  • 2011-05-05 → 2018-07-13
    Strategic Advisers Llc
    Reno, NV
    Kansas City, MO
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-17
  • S66 Uniform Combined State Law Examination
    2009-11-17
Designations
  • Certified Financial Planner
Other Names
  • Benjamin Seymour Wright

View on SEC IAPD

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