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Benjamin Maynard

Strategic Advisers LLC

Elkridge, MD

Rockville, MD

CRD 7632905

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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
MD RA APPROVED 2026-07-17
TX RA APPROVED 2026-07-17
  • MD RA
    APPROVED
    Since 2026-07-17
  • TX RA
    APPROVED
    Since 2026-07-17

Branch Locations

Elkridge, MD • United States

402 King Farm Blvd Suite 150, Rockville, MD 20850-5997 • 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
Jvj Solutions Lawrence MA 06/2021 08/2022
Fidelity Investments Merrimack NH 09/2022 Present
Boston College Chestnut Hill MA 08/2018 05/2022
Wilmington High School Wilmington MA 08/2014 06/2018
  • 06/2021 → 08/2022
    Jvj Solutions
    Lawrence, MA
  • 09/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2018 → 05/2022
    Boston College
    Chestnut Hill, MA
  • 08/2014 → 06/2018
    Wilmington High School
    Wilmington, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-16
S63 Uniform Securities Agent State Law Examination 2023-02-07
  • S66 Uniform Combined State Law Examination
    2026-07-16
  • S63 Uniform Securities Agent State Law Examination
    2023-02-07
Other Names
  • Benjamin Timothy Santiago Maynard
  • Ben Maynard
  • Benjamin Maynard

View on SEC IAPD

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