Benjamin Norman Bradford
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2022 to now
- Pizza HutMar 2021 to May 2021
- Strata Silver/strata Health U.S.Jun 2020 to Jan 2022
- UnemployedJul 2019 to Jun 2020
- Vertical DinerFeb 2018 to Jul 2019
- UnemployedApr 2017 to Feb 2018
- LyftMar 2017 to Feb 2018
- UberMar 2017 to Feb 2018
- Alliance HealthJan 2017 to Apr 2017
- UnemployedMay 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7498296
- Firm CRD
- 104555