Benjamin James Barrette

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
TX	RA	APPROVED	2026-04-18
WI	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2026-04-18
WI RA
APPROVED

Since 2025-03-31

Branch Locations

Milwaukee, WI • United States

600 N Barker Road, Brookfield, WI 53045-5982 • 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
Under Armour	Pleasant Prarie	WI	06/2023	08/2023
Purdue University Northwest	Hammond	IN	08/2020	05/2024
Fidelity Investments	Brookfield	WI	08/2024	Present
Outlier Ai	Kenosha	WI	01/2024	08/2024
Purdue University Northwest	Hammond	IN	08/2022	05/2024
Shoreland Lutheran High School	Kenosha	WI	08/2016	07/2020
Fidelity Investments	Boston	MA	03/2025	Present

06/2023 → 08/2023

Under Armour

Pleasant Prarie, WI
08/2020 → 05/2024

Purdue University Northwest

Hammond, IN
08/2024 → Present

Fidelity Investments

Brookfield, WI
01/2024 → 08/2024

Outlier Ai

Kenosha, WI
08/2022 → 05/2024

Purdue University Northwest

Hammond, IN
08/2016 → 07/2020

Shoreland Lutheran High School

Kenosha, WI
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-12-11 → 2025-03-31

Fidelity Personal And Workplace Advisors

Kenosha, WI

Brookfield, WI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-15

S66 Uniform Combined State Law Examination

2024-11-15

Other Names

Benjamin Barrette
Benjamin James Barrette
Benjamin J Barrette

View on SEC IAPD

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