Benjamin Douglass O'connell
Investment adviser representative at Strategic Advisers LLC
18 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
18 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsJun 2025 to now
- Jacques Memorial SchoolMay 2025 to Jun 2025
- USA Prime Baseball NeAug 2024 to Jun 2025
- Nh Fisher CatsMay 2024 to Aug 2024
- Rivier UniversitySep 2023 to May 2025
- Under ArmourMay 2023 to Jan 2025
- Anna Maria CollegeAug 2022 to May 2023
- Husson UniversityAug 2021 to May 2022
- Boys and Girls Club of Souhegan ValleyAug 2020 to Jan 2023
- Mile Away RestaurantJul 2018 to Aug 2022
- Milford School DistrictSep 2008 to Jun 2021
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 (NH, 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
- 8115116
- Firm CRD
- 104555