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John Anthony Bender

Strategic Advisers LLC

Irondequoit, NY

Rochester, NY

CRD 7844241

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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
NY RA APPROVED 2025-05-01
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-05-01
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Irondequoit, NY • United States

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • 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
Carmax Davie FL 08/2022 12/2023
Fidelity Investments Fort Lauderdale FL 12/2023 Present
Amazon Lancaster NY 04/2020 06/2020
Lewiston Stone House Lewiston NY 07/2018 08/2022
Federal Resources Corporation Erie PA 01/2021 05/2021
Gannon University Erie PA 08/2018 05/2022
Wilson High School Wilson NY 06/2015 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → 12/2023
    Carmax
    Davie, FL
  • 12/2023 → Present
    Fidelity Investments
    Fort Lauderdale, FL
  • 04/2020 → 06/2020
    Amazon
    Lancaster, NY
  • 07/2018 → 08/2022
    Lewiston Stone House
    Lewiston, NY
  • 01/2021 → 05/2021
    Federal Resources Corporation
    Erie, PA
  • 08/2018 → 05/2022
    Gannon University
    Erie, PA
  • 06/2015 → 06/2018
    Wilson High School
    Wilson, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ft. Lauderdale, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-14
  • S66 Uniform Combined State Law Examination
    2024-03-14

View on SEC IAPD

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