Benjamin Dunn

Financial advisor at Strategic Advisers LLC

Last updated 2026-10-10

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Benjamin Dunn is a financial advisor at Strategic Advisers LLC, CRD 7635204. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2023-10-13.

Registration

CRD number
7635204
Registration status
Active
IAPD registration
2023-10-13
Industry Experience
2 years
Work Experience
11 years
States registered
TX, UT

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2022-09 to Present · Fidelity Investments · American Fork, UT
  • 2021-10 to 2022-09 · Veterans Affairs Medical Center · Salt Lake City, UT
  • 2021-06 to 2021-10 · One Mand Band of Lehi · Lehi, UT
  • 2021-05 to 2021-05 · Texas Roadhouse · Durham, NC
  • 2021-04 to 2021-05 · Avis Budget Car Rental LLC · Durham, NC
  • 2020-02 to 2021-04 · Starbucks Coffee Company · Clinton, UT
  • 2019-08 to 2020-02 · Education At Work · Salt Lake, UT
  • 2018-10 to 2019-08 · Finish Guys Incorporated · Heber, UT
  • 2016-09 to 2018-10 · White Knight Construction Inc · Saratoga Springs, UT
  • 2015-01 to 2018-08 · Salt Lake Community College · Taylorsville, UT
  • 2019-01 to 2020-12 · Weber State University · Ogden, UT
  • 2025-03 to Present · Fidelity Investments · Boston, MA

Current employment

SEC IAPD record for Benjamin Dunn

Strategic Advisers LLC

Regulatory AUM
$1,370,125,325,211
Registered advisors
17,023
Offices
3,513
Clients per advisor
141.1 (High)
Average AUM per client
$570.5K (Low)
High-net-worth client ratio
30.7% (Moderate)

Strategic Advisers LLC: advisors, services and reported ETF investments

About

Benjamin Dunn is a financial advisor at Strategic Advisers LLC. Reported securities licenses include Series 63 and Series 66. The latest record indicates 2 years of industry experience and 11 years of reported work history.

Strategic Advisers LLC's firm-level Form ADV reports 17,023 advisors across 3,513 offices; approximately 141.1 clients per advisor, average assets per client of $570,466, and regulatory AUM of $1.4T; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, and State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.

What this firm offers

Filed by Strategic Advisers LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Investment Companies
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Commodity Pool Operator or Trading Advisor
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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