Bennett Hicks
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.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsJul 2024 to now
- UnemployedJun 2024 to Jun 2024
- Ten Prime Steak and SushiJun 2023 to Dec 2023
- Parsons Capital ManagementJun 2023 to Aug 2023
- Cheetah CapitalFeb 2023 to May 2023
- The Aquidneck ClubJun 2022 to Aug 2022
- The Aquidneck ClubJun 2021 to Aug 2021
- Bryant UniversitySep 2020 to May 2024
- UnemployedJun 2020 to Aug 2020
- The Providence Country Day SchoolSep 2014 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (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
- 7963515
- Firm CRD
- 104555