Benjamin Seth Greer
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity Investments Inc.Jul 2021 to now
- United States Soccer FederationMar 2019 to Jul 2021
- City of Johnson CityFeb 2018 to Jul 2021
- United States Soccer FederationNov 2017 to Nov 2017
- Orlando City Soccer ClubMay 2017 to Dec 2017
- Academy Sports and OutdoorsMay 2015 to Dec 2017
- University of Tennessee - RecsportsSep 2014 to Dec 2016
- University of Tennessee-knoxvilleAug 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 7421722
- Firm CRD
- 104555