Benjamin Ira Sokol

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

• 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

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

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Benjamin Ira Sokol
• Benjamin Sokol