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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

396 North Route 17, Paramus, NJ 07652-2907 • United States

Congers, NY • 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
OrganizationCityStateFromTo
Home Depot Inc Nanuet NY 05/2020 07/2020
Mioym Equities Rye Brook NY 06/2021 08/2021
Unemployed Congers NY 08/2020 05/2021
Jpmorgan Chase Bank, N.A. Orangeburg NY 01/2023 04/2024
Unemployed Congers NY 09/2021 12/2022
Fidelity Investments Paramus NJ 04/2024 Present
Unemployed Congers NY 02/2020 04/2020
New City Kumon New City NY 07/2016 01/2020
J.P. Morgan Securities Llc Orangeburg NY 01/2023 04/2024
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → 07/2020
    Home Depot Inc
    Nanuet, NY
  • 06/2021 → 08/2021
    Mioym Equities
    Rye Brook, NY
  • 08/2020 → 05/2021
    Unemployed
    Congers, NY
  • 01/2023 → 04/2024
    Jpmorgan Chase Bank, N.A.
    Orangeburg, NY
  • 09/2021 → 12/2022
    Unemployed
    Congers, NY
  • 04/2024 → Present
    Fidelity Investments
    Paramus, NJ
  • 02/2020 → 04/2020
    Unemployed
    Congers, NY
  • 07/2016 → 01/2020
    New City Kumon
    New City, NY
  • 01/2023 → 04/2024
    J.P. Morgan Securities Llc
    Orangeburg, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Congers, NY
    Paramus, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-05
S63 Uniform Securities Agent State Law Examination 2023-03-15
  • S65 Uniform Investment Adviser Law Examination
    2024-11-05
  • S63 Uniform Securities Agent State Law Examination
    2023-03-15
Designations
Other Names
  • Basil Benny
  • Basil P Benny

View on SEC IAPD

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