Benjamin Ira Sokol

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Ardsley, NY • United States

480 Bedford Road, Chappaqua, NY 10514-1715 • 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

Organization	City	State	From	To
J.P. Morgan Securities Llc	New York	NY	09/2012	10/2019
J.P. Morgan Chase Bank, Na	New York	NY	11/2016	10/2019
Fidelity Brokerage Services	Chappaqua	NY	10/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2012 → 10/2019

J.P. Morgan Securities Llc

New York, NY
11/2016 → 10/2019

J.P. Morgan Chase Bank, Na

New York, NY
10/2019 → Present

Fidelity Brokerage Services

Chappaqua, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-11-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

Chappaqua, NY
2017-05-26 → 2019-10-31

J.P. Morgan Securities Llc

New York, NY

New York, NY

New York, NY

New York, NY

Rye, NY

Larchmont, NY

Rye Brook, NY

Larchmont, NY

Rye, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-05-18
S63	Uniform Securities Agent State Law Examination	2012-09-19

S66 Uniform Combined State Law Examination

2017-05-18
S63 Uniform Securities Agent State Law Examination

2012-09-19

Designations

Other Names

Benjamin Ira Sokol
Benjamin Sokol

View on SEC IAPD

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