Benjamin Warnock

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

• 12/2021 → Present
  Fidelity Investments
  Greenwood Village, CO
• 06/2018 → 11/2021
  Jmc Food Equipment
  Kingston, MA
• 06/2017 → 10/2021
  Surfside Smokehouse/ Olive Dog Llc
  Plymouth, MA
• 06/2015 → 06/2017
  The Lobster Trap
  Bourne, MA
• 12/2017 → 01/2018
  Jones River Tavern
  Kingston, MA
• 09/2014 → 05/2018
  Saint Michaels College
  Colchester, VT
• 01/2017 → 05/2017
  Suffolk University - Madrid Campus
  Madrid
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-05-25

Other Names

• Benjamin Charles Warnock