Benjamin Mathew
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Strategic Advisers LLCApr 2026 to now
- Fidelity InvestmentsOct 2025 to now
- Umortgage LLCApr 2025 to Jul 2025
- Exp RealtyJan 2024 to Oct 2025
- Cmg Home LoansMar 2023 to Apr 2025
- Ark-la-tex Financial Services, LLCOct 2022 to Mar 2023
- Fairway Independent Mortgage CompanyJul 2022 to Oct 2022
- Movement MortgageJun 2022 to Jul 2022
- Cmg FinancialJun 2022 to Jun 2022
- UnemployedJan 2020 to Jun 2022
- Alpha Tau Omega National FraternityJun 2018 to Nov 2019
- Pappadeaux Seafood KitchenJan 2018 to May 2018
- Coldwell Banker Commercial AdvisorsMay 2017 to Dec 2017
- Full Time StudentAug 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8183661
- Firm CRD
- 104555