Benjamin Morgridge
Investment adviser representative at Strategic Advisers LLC
22 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
22 years in the industry.
- Strategic Advisers LLCJun 2025 to now
- Fidelity InvestmentsMay 2025 to now
- EducationJan 2025 to May 2025
- Darden Wealth GroupAug 2024 to Jan 2025
- Charles SchwabJun 2024 to Aug 2024
- EducationNov 2023 to Jun 2024
- Edward JonesMay 2023 to Nov 2023
- EducationJan 2023 to May 2023
- Cvs PharmacyNov 2022 to Jan 2023
- EducationOct 2022 to Nov 2022
- Bmw Kar Wash LLCJul 2022 to Oct 2022
- EducationOct 2019 to Jul 2022
- Pet Supplies PlusApr 2019 to Oct 2019
- Minor / EducationApr 2003 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7729492
- Firm CRD
- 104555