Benjamin Hollis
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsJun 2021 to now
- The Fresh MarketJun 2020 to Sep 2020
- Cavalry Baptist ChurchJan 2020 to Apr 2020
- Daysrping Baptist ChurchMay 2019 to Aug 2019
- Daysring Baptist ChurchMay 2018 to Aug 2018
- University of AlabamaAug 2017 to May 2021
- Daysrping Baptist ChurchMay 2017 to Aug 2017
- Baker High SchoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7401483
- Firm CRD
- 104555