Benjamin Sasso

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

• 03/2025 → Present
  Fidelity Investments
  Albany, NY
• 05/2021 → 01/2022
  Wash N Tire Car Wash
  Middletown, NY
• 01/2023 → 06/2023
  Northwestern Mutual
  Oswego, NY
• 02/2024 → 05/2024
  The Rehab Tavern
  Oswego, NY
• 05/2023 → 05/2024
  The Ups Store
  Oswego, NY
• 01/2025 → 03/2025
  Unemployed
  Middletown, NY
• 06/2024 → 10/2024
  Bethel Woods Center For Arts
  Bethel, NY
• 08/2019 → 08/2020
  Napolis Pizzeria
  Slate Hill, NY
• 05/2022 → 01/2023
  Dunkin Donuts
  Middletown, NY
• 04/2021 → 05/2021
  Adecco Usa
  Middletown, NY
• 08/2024 → 01/2025
  Equitable Advisors, Llc
  New York, NY
• 02/2022 → 04/2022
  Unemployed
  Middletown, NY
• 09/2020 → 04/2021
  Unemployed
  Middletown, NY
• 08/2014 → 08/2019
  Unemployed
  Middletown, NY

Previous Registrations

• 2024-11-15 → 2025-01-30
  Equitable Advisors, Llc
  Middletown, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-11-14

Other Names

• Benjamin Eric Sasso
• Benjamin Sasso