Benjamin Robert Echeverri
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Benjamin Robert Echeverri? Claim your profile
Contact this firm
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 LLCApr 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Virtue Feed & GrainMay 2022 to Jun 2023
- Universidad De SalamancaJan 2022 to May 2022
- James Madison University Student Success CenterAug 2021 to May 2023
- James Madison Orientation OfficeJul 2021 to Dec 2021
- Naval Sea Systems Command, D.O.DJun 2020 to Jun 2021
- James Madison UniversityAug 2019 to May 2023
- Vermilion RestaurantAug 2018 to Jan 2020
- Middle School/ High SchoolJul 2013 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7774256
- Firm CRD
- 104555