Benjamin J. Dimaio
STRATEGIC ADVISERS LLC | Financial Consultant
SAYVILLE, NY
Some features on this profile are disabled
CRD#: 3219149
Professional summary
Benjamin J. Dimaio, who also goes by Benjamin Joseph Dimaio, Benjamin Dimaio, Ben Dimaio, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sayville, New York and FIDELITY BROKERAGE SERVICES LLC located in Lake Grove, New York.
Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Benjamin has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 4 and Series 24 exams.
Biography
With over 20 years of financial planning experience. I have developed a process based on my beliefs and values. Those attributes make my clients' interests paramount in any decision made on their behalf. My focus has always been and will remain getting to know what is important to you and your family. Your goals are the key in our relationship. Together we will co-create a plan to work toward your family's vision and help provide you with peace of mind.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Benjamin Joseph Dimaio | Benjamin Dimaio | Ben Dimaio
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin J. Dimaio's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Long Island University
Bachelor of Science (BS) - Business Marketing
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 142 New Moriches Road, Lake Grove, NY 11755Office #3: 150 Motor Parkway, Happauge, NY 11788RIA
CRD#: 104555
SAYVILLE, NY
Current
December 22, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 142 New Moriches Road, Lake Grove, NY 11755Office #2: 150 Motor Parkway, Happauge, NY 11788BD
CRD#: 7784
Lake Grove, NY
Past
November 24, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LAKE GROVE, NY
Past
June 27, 2019 - December 23, 2020
PATRICK CAPITAL MARKETS, LLC
BD
CRD#: 16518
Corona del Mar, CA
Past
January 28, 2010 - February 24, 2011
LINCOLN FINANCIAL DISTRIBUTORS, INC.
RIA
CRD#: 145
SAYVILLE, NY
Past
January 27, 2010 - July 1, 2019
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
Past
February 27, 2003 - January 4, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
GARDEN CITY, NY
Past
February 27, 2003 - January 4, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
GARDEN CITY, NY
Past
February 15, 2001 - November 4, 2002
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Past
May 3, 1999 - October 4, 2000
BNY MELLON SECURITIES CORPORATION
BD
CRD#: 231
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/15/2025)
RR
California(9/26/2024)
RR
Colorado(9/4/2025)
RR
Connecticut(12/22/2020)
RR
Delaware(7/28/2025)
RR
District of Columbia(9/2/2021)
RR
Florida(12/22/2020)
RR
Georgia(10/10/2024)
RR
Idaho(5/9/2022)
RR
Maryland(11/4/2024)
RR
Massachusetts(5/17/2021)
RR
New Jersey(4/12/2023)
RR
New York(12/22/2020)
IAR
New York(3/31/2025)
RR
North Carolina(2/11/2021)
RR
Ohio(11/5/2024)
RR
Pennsylvania(8/13/2021)
RR
South Carolina(2/12/2021)
RR
Tennessee(1/15/2025)
RR
Texas(8/9/2021)
IAR
Texas(3/31/2025)
RR
Vermont(11/4/2024)
RR
Virginia(2/11/2021)
RR
Washington(11/7/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Sayville, NYTRUST BUT VERIFY
Monitor Benjamin Dimaio
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
