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Arun Benny

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

CRD 7709826

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-11
TX RA APPROVED 2025-09-09
  • FL RA
    APPROVED
    Since 2025-09-11
  • TX RA
    APPROVED
    Since 2025-09-09

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Fidelity Investments Jacksonville FL 05/2025 Present
Fisher Investments Tampa FL 02/2020 04/2025
Athens Veterinary Diagnostic Lab Athens GA 03/2017 01/2020
University Of Georgia Athens GA 08/2015 12/2019
  • 05/2025 → Present
    Fidelity Investments
    Jacksonville, FL
  • 02/2020 → 04/2025
    Fisher Investments
    Tampa, FL
  • 03/2017 → 01/2020
    Athens Veterinary Diagnostic Lab
    Athens, GA
  • 08/2015 → 12/2019
    University Of Georgia
    Athens, GA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-08-26
S65 Uniform Investment Adviser Law Examination 2023-03-21
  • S63 Uniform Securities Agent State Law Examination
    2025-08-26
  • S65 Uniform Investment Adviser Law Examination
    2023-03-21

View on SEC IAPD

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