Benjamin J. Black

STRATEGIC ADVISERS LLC | Senior Financial Advisor

AURORA, IL

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CRD#: 4195212

Professional summary

Benjamin J Black, who also goes by Benjamin John Black, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Aurora, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Naperville, Illinois.

Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Benjamin has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

Biography

As a Financial Consultant at Fidelity Investments, I partner with clients to build financial plans and establish a trusted personal relationship to work toward achieving their goals . Through building and maintaining these strong relationships, I take great pride in being: passionate, responsive, and empathetic to client situations. Outside of work, I enjoy staying active through riding my road bicycle. My wife and I have two children Annabelle and Andrew that keep us busy.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Benjamin John Black

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin J Black's CRS (Customer Relationship Summary).

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®

None

Education

Purdue University

Bachelor of Science (BS) - Business Management

2001

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 1823 Freedom Drive, Naperville, IL 60563

RIA

CRD#: 104555

AURORA, IL

Current

October 28, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 1823 Freedom Drive, Naperville, IL 60563

CRD#: 7784

NAPERVILLE, IL

Past

November 2, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

NAPERVILLE, IL

Past

October 5, 2018 - October 11, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LISLE, IL

Past

October 5, 2018 - October 11, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LISLE, IL

Past

March 16, 2015 - October 10, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

HINSDALE, IL

Past

March 16, 2015 - October 10, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

HINSDALE, IL

Past

July 19, 2013 - March 17, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LISLE, IL

Past

July 19, 2013 - March 17, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LISLE, IL

Past

June 1, 2009 - August 7, 2013

MORGAN STANLEY

RIA

CRD#: 149777

LISLE, IL

Past

June 1, 2009 - August 7, 2013

MORGAN STANLEY

CRD#: 149777

LISLE, IL

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

LISLE, IL

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

LISLE, IL

Past

July 7, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

LISLE, IL

Past

May 4, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

LISLE, IL

Past

August 30, 2005 - April 4, 2006

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

July 8, 2002 - August 23, 2005

INVESCO CAPITAL MARKETS, INC.

CRD#: 6939

HOUSTON, TX

Past

May 6, 2002 - August 5, 2002

DWS DISTRIBUTORS, INC.

CRD#: 37306

CHICAGO, IL

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".

STRATEGIC ADVISERS LLC

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.

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

Florida
(1/11/2024)

Illinois
(10/28/2022)

IAR

Illinois
(3/31/2025)

Iowa
(7/19/2023)

Kentucky
(7/28/2025)

Massachusetts
(10/28/2022)

Michigan
(3/25/2023)

Minnesota
(5/19/2023)

New Jersey
(1/4/2025)

Ohio
(1/6/2025)

South Carolina
(12/18/2024)

Texas
(10/28/2022)

IAR

Texas
(3/31/2025)

Utah
(10/28/2022)

Wisconsin
(3/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/22/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/5/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/16/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/25/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/3/2002

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Benjamin J. Black

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin J Black's CRS (Customer Relationship Summary).

Certified licenses

Education

Purdue University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

WELLS FARGO CLEARING SERVICES, LLC

INVESCO CAPITAL MARKETS, INC.

DWS DISTRIBUTORS, INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/2006

Series 63

Date: 6/5/2002

SIE

Date: 10/1/2018

Series 31

Date: 6/16/2006

Series 7

Date: 8/25/2003

Series 6

Date: 5/3/2002

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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