Benjamin Paul Donovan
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
3 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 LLCOct 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Umass AmherstAug 2023 to Jun 2024
- Fidelity InvestmentsJun 2023 to Aug 2023
- Umass AmherstAug 2022 to Jun 2023
- Freedom Boat ClubMay 2022 to Aug 2022
- Umass AmherstAug 2021 to May 2022
- Widows Walk Golf CourseMay 2021 to Aug 2021
- Umass AmherstAug 2020 to May 2021
- UnemployedMay 2020 to Aug 2020
- ShopperMar 2020 to May 2020
- Greenbush Package & General StoreSep 2019 to Mar 2020
- HighschoolMar 2019 to Sep 2019
- South Shore Auto WashFeb 2019 to Mar 2019
- Public ShoolJun 2014 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 7949009
- Firm CRD
- 104555