Benjamin Stephan

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
OR	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31
WA	RA	APPROVED	2025-03-31

OR RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31
WA RA
APPROVED

Since 2025-03-31

Branch Locations

Portland, OR • United States

655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • 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
Unemployed	Missoula	MT	08/2016	10/2021
Fidelity Investments	Vancouver	WA	11/2021	Present
Fidus Pdx	Portland	OR	10/2021	11/2021
Fidelity Investments	Boston	MA	03/2025	Present

08/2016 → 10/2021

Unemployed

Missoula, MT
11/2021 → Present

Fidelity Investments

Vancouver, WA
10/2021 → 11/2021

Fidus Pdx

Portland, OR
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-08-15 → 2025-03-31

Fidelity Personal And Workplace Advisors

Vancouver, WA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-07-20
S63	Uniform Securities Agent State Law Examination	2022-06-09

S65 Uniform Investment Adviser Law Examination

2023-07-20
S63 Uniform Securities Agent State Law Examination

2022-06-09

Other Names

Benjamin James Stephan

View on SEC IAPD

More in Portland, OR

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