Benjamin J. Weaver
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
BROOKLYN, NY
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CRD#: 5015096
Professional summary
Benjamin J Weaver, CFP®, who also goes by Ben Weaver, Benjamin Joseph Weaver, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Brooklyn, New York and FIDELITY BROKERAGE SERVICES LLC located in New York, New York.
Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Benjamin has worked at 5 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Biography
People come to Fidelity for the brand, client focus, and ease of building relationships. People work with myself for my experience, passion for wealth planning, dedication to personalized guidance and integrity. I obtain personal fulfillment by building long term relationships, seeing clients work to meet their personal financial goals and working with a firm whose values align with my own.
Question & Answer
What are your service offerings?
Estate Planning
Long-term Care
Inheritance
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Ben Weaver | Benjamin Joseph Weaver
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 Weaver'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®
CFP®
Start date: 2012
Education
DePaul University
Master of Science (MS) - Finance
2011
DePaul University
Master of Business Administration (MBA) - Behavioral Finance
2010
University of Dayton
Bachelor of Science (BS) - Finance
2005
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 330 Park Ave S, New York, NY 10010-3643RIA
CRD#: 104555
BROOKLYN, NY
Current
August 3, 2009 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 330 Park Ave S, New York, NY 10010-3643BD
CRD#: 7784
New York, NY
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NEW YORK, NY
Past
May 13, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NEW YORK, NY
Past
October 15, 2007 - October 28, 2008
DRIEHAUS SECURITIES LLC
BD
CRD#: 8197
CHICAGO, IL
Past
February 17, 2006 - October 12, 2007
FIFTH THIRD SECURITIES, INC.
RIA
CRD#: 628
CINCINNATI, OH
Past
December 8, 2005 - October 12, 2007
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
CINCINNATI, OH
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
California(1/8/2016)
RR
Connecticut(12/14/2012)
RR
Delaware(1/3/2020)
RR
District of Columbia(2/12/2021)
RR
Florida(12/1/2010)
RR
Georgia(1/3/2020)
RR
Hawaii(1/8/2016)
RR
Illinois(8/3/2009)
IAR
Illinois(3/31/2025)
RR
Louisiana(8/21/2017)
RR
Maine(1/5/2018)
RR
Maryland(4/23/2020)
RR
Massachusetts(8/21/2017)
RR
Michigan(4/23/2020)
RR
New Hampshire(8/8/2020)
RR
New Jersey(9/8/2015)
RR
New York(9/8/2015)
IAR
New York(3/31/2025)
RR
North Carolina(12/17/2012)
RR
Ohio(4/24/2020)
RR
Oregon(2/12/2021)
RR
Pennsylvania(1/2/2015)
RR
South Carolina(1/2/2015)
RR
Texas(6/26/2012)
IAR
Texas(3/31/2025)
RR
Vermont(9/18/2020)
RR
Virginia(1/4/2019)
RR
Washington(1/2/2015)
RR
Wisconsin(12/1/2010)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral 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
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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
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
Vice President, Financial ConsultantCRD#: 104555Brooklyn, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
