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Benjamin Wagner

Strategic Advisers LLC

Durham, NC

Cary, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Cary, NC • 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
Cheddars Scratch Kitchen Asheville NC 06/2018 01/2019
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2021 05/2022
The Carolina Inn Chapel Hill NC 12/2022 11/2023
University Of North Carolina At Chapel Hill Chapel Hill NC 12/2019 10/2020
Parking Management Services, Inc. Asheville NC 10/2020 08/2021
Fidelity Investments Durham NC 07/2024 Present
The Carolina Inn Chapel Hill NC 05/2022 12/2022
Sleep Number Wake Forest NC 04/2024 07/2024
Citizen Vinyl Asheville NC 05/2021 08/2021
Ac Reynolds High School Asheville NC 09/2016 06/2017
Unc Student Stores Chapel Hill NC 08/2019 12/2019
Ingles Markets Asheville NC 05/2016 09/2016
University Of North Carolina At Chapel Hill Chapel Hill NC 01/2019 08/2019
Unemployed Asheville NC 06/2017 08/2017
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2017 03/2018
Unemployed Asheville NC 03/2018 06/2018
Sleep Number Holly Springs NC 11/2023 04/2024
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 01/2019
    Cheddars Scratch Kitchen
    Asheville, NC
  • 08/2021 → 05/2022
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 12/2022 → 11/2023
    The Carolina Inn
    Chapel Hill, NC
  • 12/2019 → 10/2020
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 10/2020 → 08/2021
    Parking Management Services, Inc.
    Asheville, NC
  • 07/2024 → Present
    Fidelity Investments
    Durham, NC
  • 05/2022 → 12/2022
    The Carolina Inn
    Chapel Hill, NC
  • 04/2024 → 07/2024
    Sleep Number
    Wake Forest, NC
  • 05/2021 → 08/2021
    Citizen Vinyl
    Asheville, NC
  • 09/2016 → 06/2017
    Ac Reynolds High School
    Asheville, NC
  • 08/2019 → 12/2019
    Unc Student Stores
    Chapel Hill, NC
  • 05/2016 → 09/2016
    Ingles Markets
    Asheville, NC
  • 01/2019 → 08/2019
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 06/2017 → 08/2017
    Unemployed
    Asheville, NC
  • 08/2017 → 03/2018
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 03/2018 → 06/2018
    Unemployed
    Asheville, NC
  • 11/2023 → 04/2024
    Sleep Number
    Holly Springs, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Raleigh, NC
    Durham, NC
Other Businesses

OBA-126964|OrgNmn:Ben the Wags|Org Addr:Cary,North Caro,US|OBA Nature:Recording and performing artis|Invst Rel:N|Title:Artist|Duties:Creating impactful music, promoting and performing said music as necessary|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-20
  • S66 Uniform Combined State Law Examination
    2024-12-20

View on SEC IAPD

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