Benjamin Douglas Sumner

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

• 05/2019 → Present
  Fidelity Brokerage Services Llc
  Merrimack, NH
• 05/2018 → 01/2019
  Nomads Kitchen Llc
  Durham, NH
• 09/2017 → 05/2018
  Felicita Llc
  Dover, NH
• 06/2017 → 09/2017
  University Of New Hampshire
  Durham, NH
• 08/2016 → 05/2017
  University Of New Hampshire
  Durham, NH
• 07/2016 → 07/2017
  Durham Book Exchange
  Durham, NH
• 01/2015 → 05/2017
  University Of New Hampshire
  Durham, NH
• 01/2019 → 05/2019
  Unemployed
  Dover, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-10-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2019-08-30

Other Names

• Ben Sumner
• Benjamin Douglas Sumner
• Benjamin Sumner