Ben J. Heiselmoyer
Professional summary
Ben John Heiselmoyer, CFP®, who also goes by Ben John Heiselmoyer, Benjamin John Heiselmoyer, Benjamin Heiselmoyer, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Abington, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Philadelphia, Pennsylvania.
Ben is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Ben has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ben John Heiselmoyer's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1735 Market St Mellon Bank Center, Philadelphia, PA 19103-2998January 24, 2011 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1735 Market Street Mellon Bank Center, Philadelphia, PA 19103July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
February 1, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
August 25, 2010 - January 7, 2011
AMERIPRISE FINANCIAL SERVICES, LLC
August 24, 2010 - January 7, 2011
AMERIPRISE FINANCIAL SERVICES, LLC
March 5, 2009 - November 10, 2009
NEW ENGLAND SECURITIES
December 12, 2008 - November 10, 2009
NEW ENGLAND SECURITIES
June 3, 2005 - March 7, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
June 3, 2005 - July 3, 2006
IDS LIFE INSURANCE COMPANY
June 3, 2005 - March 7, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
March 18, 2004 - June 7, 2004
RAYMOND JAMES FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/25/2023)
(7/6/2020)
(1/4/2025)
(1/10/2020)
(3/12/2021)
(1/10/2020)
(1/24/2011)
(1/10/2020)
(1/10/2020)
(1/10/2020)
(1/10/2020)
(1/4/2025)
(9/18/2020)
(8/12/2021)
(4/5/2021)
(1/10/2020)
(4/23/2020)
(1/24/2011)
(1/10/2020)
(1/10/2020)
(1/6/2024)
(1/24/2011)
(3/31/2025)
(5/3/2024)
(5/3/2024)
(3/31/2025)
(1/4/2025)
(9/21/2011)
(9/29/2023)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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.
