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Benjamin Winters

Strategic Advisers LLC

Smithfield, RI

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Boston, MA • 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
Rxsense Boston MA 06/2022 08/2022
New Seabury Country Club Mashpee MA 05/2021 09/2021
New Seabury Country Club Mashpee MA 05/2020 08/2020
New Seabury Country Club Mashpee MA 07/2019 08/2019
Camp Rotary Boxford MA 06/2018 09/2018
St. Mark's School Southborough MA 06/2015 06/2019
Franklin & Marshall College Lancaster PA 08/2019 05/2020
Franklin & Marshall College Lancaster PA 08/2020 05/2021
Franklin & Marshall College Lancaster PA 09/2021 06/2022
Franklin & Marshall College Lancaster PA 08/2022 05/2023
Unemployed Sudbury MA 06/2023 12/2023
Fidelity Investments Smithfield RI 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 08/2022
    Rxsense
    Boston, MA
  • 05/2021 → 09/2021
    New Seabury Country Club
    Mashpee, MA
  • 05/2020 → 08/2020
    New Seabury Country Club
    Mashpee, MA
  • 07/2019 → 08/2019
    New Seabury Country Club
    Mashpee, MA
  • 06/2018 → 09/2018
    Camp Rotary
    Boxford, MA
  • 06/2015 → 06/2019
    St. Mark's School
    Southborough, MA
  • 08/2019 → 05/2020
    Franklin & Marshall College
    Lancaster, PA
  • 08/2020 → 05/2021
    Franklin & Marshall College
    Lancaster, PA
  • 09/2021 → 06/2022
    Franklin & Marshall College
    Lancaster, PA
  • 08/2022 → 05/2023
    Franklin & Marshall College
    Lancaster, PA
  • 06/2023 → 12/2023
    Unemployed
    Sudbury, MA
  • 01/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-30
S63 Uniform Securities Agent State Law Examination 2024-03-20
  • S66 Uniform Combined State Law Examination
    2024-12-30
  • S63 Uniform Securities Agent State Law Examination
    2024-03-20
Other Names
  • Benjamin John Winters
  • Ben Winters
  • Benjamin Winters

View on SEC IAPD

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