Jeffrey A. Bednarek
STRATEGIC ADVISERS LLC | Financial Consultant
PITTSBORO, NC
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CRD#: 5755866
Professional summary
Jeffrey Alan Bednarek, who also goes by Jeff Bednarek, Jeffrey A Bednarek, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Pittsboro, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Sarasota, Florida.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jeffrey has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.
Biography
I believe in continuously enhancing and evolving my skills as a planner for my clients, by establishing a relationship built on trust, transparency, and accountability. It is important to me that my clients feel that I've taken the time to understand and care about them, and the needs of their family. My clients are at the center of everything I do, and I know that when I do right by my clients they will make me their financial advisor choice for life.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Bednarek | Jeffrey A Bednarek
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.
OBA-100005|OrgNmn:Escape the Pitts|Org Addr:Raleigh,North Caro,US|OBA Nature:Self Publishing Author|Invst Rel:N|Title:Partner|Duties:None|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Alan Bednarek'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
State College of Florida
Associate of Arts - Business Management
Le Cordon Bleu College of Culinary
Associate Applied Science - Culinary & Hospitality
2008
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 201 N Cattlemen Rd, Sarasota, FL 34243Office #3: 580 New Waverly Pl Ste 240, Cary, NC 27518-7406Office #4: 2500 Regency Parkway, Cary, NC 27518RIA
CRD#: 104555
PITTSBORO, NC
Current
June 28, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 201 N Cattlemen Rd, Sarasota, FL 34243Office #2: 580 New Waverly Pl Ste 240, Cary, NC 27518Office #3: 2500 Regency Parkway, Cary, NC 27518BD
CRD#: 7784
Sarasota, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SARASOTA, FL
Past
May 3, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SARASOTA, FL
Past
October 4, 2012 - March 28, 2013
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
DOWNERS GROVE, IL
Past
February 24, 2010 - September 14, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
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".
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(6/6/2022)
RR
California(7/12/2022)
RR
Florida(5/18/2018)
IAR
Florida(3/31/2025)
RR
Iowa(4/6/2023)
RR
Massachusetts(7/19/2013)
RR
New Hampshire(9/12/2022)
RR
New York(3/1/2024)
RR
North Carolina(1/11/2022)
IAR
North Carolina(3/31/2025)
RR
Ohio(4/7/2023)
RR
South Carolina(10/27/2022)
RR
Texas(8/6/2013)
IAR
Texas(3/31/2025)
RR
Utah(7/18/2013)
RR
Washington(6/19/2024)
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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Pittsboro, NCTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
