Michael Benjamin Herzog

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

AL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

216 Summit Blvd Suite 218, Birmingham, AL 35243-3507 • United States

Birmingham, AL • 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

Organization	City	State	From	To
Fidelity Investments	Fairhope	AL	07/2023	Present
Auburn University Rfid Lab	Auburn	AL	01/2022	07/2023
The Grand Hotel Golf Resort & Spa	Fairhope	AL	05/2018	07/2023
Soho Events & Rentals	Fairhope	AL	05/2016	05/2018
Auburn University	Auburn	AL	08/2019	05/2023
Retirement Systems Of Alabama	Montgomery	AL	06/2022	08/2022
Fidelity Investments	Boston	MA	03/2025	Present

07/2023 → Present

Fidelity Investments

Fairhope, AL
01/2022 → 07/2023

Auburn University Rfid Lab

Auburn, AL
05/2018 → 07/2023

The Grand Hotel Golf Resort & Spa

Fairhope, AL
05/2016 → 05/2018

Soho Events & Rentals

Fairhope, AL
08/2019 → 05/2023

Auburn University

Auburn, AL
06/2022 → 08/2022

Retirement Systems Of Alabama

Montgomery, AL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-02-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Birmingham, AL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-24

S66 Uniform Combined State Law Examination

2024-01-24

Other Names

Benjamin Herzog

View on SEC IAPD

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