Ross Berman

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

• 07/2016 → 06/2017
  Buchbinder Tunick & Co
  Wayne, NJ
• 07/2017 → 02/2018
  Unemployed
  New York, NY
• 03/2018 → 11/2019
  The Ayco Company Lp
  New York, NY
• 11/2019 → 10/2022
  Ubs Financial Services Inc.
  New York, NY
• 11/2022 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Livingston, NJ
• 2021-11-09 → 2022-10-24
  Ubs Financial Services Inc.
  New York, NY
  Weehawken, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-08
• S66 Uniform Combined State Law Examination
  2014-01-17

Other Names

• Ross Berman
• Ross A Berman
• Ross Adam Berman