Benjamin D. Lowry

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
NC	RA	APPROVED	2026-02-10
TX	RA	APPROVED	2026-02-10

NC RA
APPROVED

Since 2026-02-10
TX RA
APPROVED

Since 2026-02-10

Branch Locations

Cary, NC • United States

7011 Fayetteville Rd Suite 110, Durham, NC 27713-7745 • 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	Durham	NC	06/2024	Present
Christ School	Morganton	NC	08/2015	05/2019
North Carolina State University	Raleigh	NC	08/2019	05/2024
Morganton General Store	Morganton	NC	05/2019	08/2019
State Employees' Credit Union	Raleigh	NC	09/2022	05/2024
Greek House	Jacksonville	FL	05/2020	08/2020
Christ School	Raleigh	NC	09/2017	11/2017
Tin Roof	Raleigh	NC	05/2021	04/2022

06/2024 → Present

Fidelity Investments

Durham, NC
08/2015 → 05/2019

Christ School

Morganton, NC
08/2019 → 05/2024

North Carolina State University

Raleigh, NC
05/2019 → 08/2019

Morganton General Store

Morganton, NC
09/2022 → 05/2024

State Employees' Credit Union

Raleigh, NC
05/2020 → 08/2020

Greek House

Jacksonville, FL
09/2017 → 11/2017

Christ School

Raleigh, NC
05/2021 → 04/2022

Tin Roof

Raleigh, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-05
S63	Uniform Securities Agent State Law Examination	2024-11-22

S66 Uniform Combined State Law Examination

2026-02-05
S63 Uniform Securities Agent State Law Examination

2024-11-22

Other Names

Benjamin D Lowry
Benjamin Lowry

View on SEC IAPD

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