Benjamin David Marcum
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsSep 2025 to now
- Anchoring Hope CounselingMay 2025 to Aug 2025
- Commonwealth Kings LacrosseAug 2022 to May 2024
- Xcelerate Lacrosse CampsJun 2022 to Jul 2024
- Soul AcademyMay 2022 to Sep 2025
- Transylvania UniversitySep 2021 to May 2025
- Dayton Pool ManagementJun 2021 to Sep 2021
- Springboro High SchoolSep 2015 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 8165121
- Firm CRD
- 104555