Benjamin Wagner
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2024 to now
- Sleep NumberNov 2023 to Jul 2024
- The Carolina InnMay 2022 to Nov 2023
- University of North Carolina At Chapel HillAug 2021 to May 2022
- Citizen VinylMay 2021 to Aug 2021
- Parking Management Services, Inc.Oct 2020 to Aug 2021
- University of North Carolina At Chapel HillDec 2019 to Oct 2020
- Unc Student StoresAug 2019 to Dec 2019
- University of North Carolina At Chapel HillJan 2019 to Aug 2019
- Cheddars Scratch KitchenJun 2018 to Jan 2019
- UnemployedMar 2018 to Jun 2018
- University of North Carolina At Chapel HillAug 2017 to Mar 2018
- UnemployedJun 2017 to Aug 2017
- Ac Reynolds High SchoolSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7965868
- Firm CRD
- 104555