Benjamin Chester Lodewick

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

• 08/2013 → 06/2018
  Amity Regional High School
  Woodbridge, CT
• 06/2016 → 08/2018
  Woodbridge Recreation Department
  Woodbridge, CT
• 10/2018 → 12/2018
  Uconn Dining Services
  Storrs, CT
• 05/2019 → 11/2021
  Racebrook Country Club
  Orange, CT
• 08/2018 → 05/2022
  University Of Connecticut
  Storrs, CT
• 07/2022 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-12-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
  Fairfield, CT

Exams

• S66 Uniform Combined State Law Examination
  2022-11-28