Ronny Bendavid

STRATEGIC ADVISERS LLC | Financial Consultant

PLAINVIEW, NY

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CRD#: 6053397

Professional summary

Ronny Bendavid, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Plainview, New York and FIDELITY BROKERAGE SERVICES LLC located in Roslyn, New York.

Ronny is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Ronny has worked at 10 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

Biography

With over a decade in financial services, I can partner with you to help you plan for what tomorrow may bring. My commitment to my clients is simple: You will unconditionally be my top priority & I promise to deliver no less than the absolute best client experience that you most definitely deserve. Over the coming years, your goals & concerns may change - but my commitment to you will not. If you can't recall the last time your current advisor has called you, then maybe it's time to call me.

Question & Answer

What are your service offerings?

Retirement Income Management

Investment Planning

Retirement Planning

Social Security Planning

How do you get paid?

Commission and Fee

Are you a "fiduciary"?

Yes

Aliases

None

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 Ronny Bendavid'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®

CFP^®

Certified Financial Planner

Start date: 2016

Education

NYU Stern School of Business

Bachelor of Science (BS) - Finance & Statistics

2013

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 1075 Northern Blvd, Roslyn, NY 11576-1681

RIA

CRD#: 104555

PLAINVIEW, NY

Current

October 10, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 1075 Northern Blvd, Roslyn, NY 11576

CRD#: 7784

ROSLYN, NY

Past

October 31, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SCARSDALE, NY

Past

February 4, 2020 - July 21, 2022

FISHER INVESTMENTS

RIA

CRD#: 107342

PLANO, TX

Past

November 23, 2016 - January 8, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

GARDEN CITY, NY

Past

November 17, 2016 - January 8, 2020

TD AMERITRADE, INC.

RIA

CRD#: 7870

GARDEN CITY, NY

Past

November 16, 2016 - January 8, 2020

TD AMERITRADE, INC.

CRD#: 7870

GARDEN CITY, NY

Past

April 9, 2015 - November 2, 2016

CAPITAL ONE ADVISORS, LLC

RIA

CRD#: 136865

CEDARHURST, NY

Past

April 9, 2015 - November 2, 2016

CAPITAL ONE INVESTING, LLC

CRD#: 45744

CEDARHURST, NY

Past

September 8, 2014 - March 26, 2015

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

BROOKLYN, NY

Past

September 8, 2014 - March 26, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

BROOKLYN, NY

Past

January 2, 2014 - July 8, 2014

MORGAN STANLEY

RIA

CRD#: 149777

GREAT NECK, NY

Past

November 21, 2013 - July 8, 2014

MORGAN STANLEY

CRD#: 149777

GREAT NECK, 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".

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

Alabama
(9/9/2025)

Colorado
(1/3/2025)

Connecticut
(1/9/2024)

Florida
(5/22/2023)

Georgia
(5/22/2023)

Maryland
(11/22/2024)

Massachusetts
(1/22/2024)

Mississippi
(1/3/2025)

New Jersey
(1/22/2024)

New York
(10/24/2022)

IAR

New York
(3/31/2025)

Pennsylvania
(6/13/2024)

Texas
(1/3/2025)

IAR

Texas
(3/31/2025)

Virginia
(10/9/2025)

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

Series 63

Date: 10/24/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/27/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/10/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/21/2013

General Securities 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

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Firm Stability Insights

Ronny Bendavid

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronny Bendavid's CRS (Customer Relationship Summary).

Certified licenses

Education

NYU Stern School of Business

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FISHER INVESTMENTS

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

CAPITAL ONE ADVISORS, LLC

CAPITAL ONE INVESTING, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/24/2022

Series 66

Date: 12/27/2013

Series 7TO

Date: 10/10/2022

SIE

Date: 10/1/2018

Series 7

Date: 11/21/2013

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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