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Benjamin Allen

Strategic Advisers LLC

Boston, MA

CRD 7793221

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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
MA RA APPROVED 2024-01-29
  • MA RA
    APPROVED
    Since 2024-01-29

Branch Locations

155 Seaport Blvd., Boston, MA 02210-2698 • 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
Strategic Advisers, Llc. Boston MA 07/2023 Present
Silicon Valley Bank Boston MA 07/2021 06/2023
Boston Private Wealth Boston MA 06/2020 07/2021
Boston Private Bank Boston MA 07/2017 06/2020
Skidmore College Saratoga Springs NY 08/2013 05/2017
  • 07/2023 → Present
    Strategic Advisers, Llc.
    Boston, MA
  • 07/2021 → 06/2023
    Silicon Valley Bank
    Boston, MA
  • 06/2020 → 07/2021
    Boston Private Wealth
    Boston, MA
  • 07/2017 → 06/2020
    Boston Private Bank
    Boston, MA
  • 08/2013 → 05/2017
    Skidmore College
    Saratoga Springs, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-27
  • S65 Uniform Investment Adviser Law Examination
    2024-01-27

View on SEC IAPD

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Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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