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Antonio Bene

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.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsJul 2024 to now
  3. UnemployedMay 2024 to Jul 2024
  4. Subaru of AmericaMay 2023 to May 2024
  5. Rowan UniversityJan 2023 to May 2023
  6. Play It Again SportsApr 2022 to Jan 2023
  7. Dunkin' DonutsSep 2021 to Apr 2022
  8. United States Cold StorageJun 2021 to Sep 2021
  9. Papa Luigi's PizzaJul 2020 to Jun 2021
  10. WawaMar 2020 to Jul 2020
  11. ShopriteFeb 2020 to Mar 2020
  12. UnemployedSep 2019 to Feb 2020
  13. Classy Cow Food JointJun 2019 to Aug 2019
  14. Kingsway RegionalAug 2014 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (NJ, 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
7963490
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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