Benjamin Eli Stern
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCJul 2026 to now
- Fidelity InvestmentsApr 2025 to now
- Fullstack AcademyFeb 2025 to Apr 2025
- LanguagebirdJun 2024 to Oct 2024
- Bmw of MurraySep 2023 to Jun 2024
- 2uFeb 2022 to Sep 2023
- GopuffSep 2021 to Feb 2022
- Two Rivers High SchoolNov 2020 to May 2021
- Tilly'sJul 2018 to Sep 2018
- Neighborhood Rock SchoolDec 2014 to Jan 2017
- UnemployedFeb 2012 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8078186
- Firm CRD
- 104555