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BENJAMIN B ROBERTS
BENJAMIN ROBERTS
CRD#: 5048283
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 245 SUMMER STREET, V2A
BOSTON, MA 02210
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 ONE DESTINY WAY
WESTLAKE, TX 76262
Registration History
2006200820102012201420162018202020222024IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2006 - Present (18 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2012 - 2018 (6 years)
License(s)

State Registrations

B
Alabama 2/8/2006

B
Nevada 2/8/2006

B
Alaska 2/8/2006

B
New Hampshire 2/8/2006

B
Arizona 2/8/2006

B
New Jersey 2/8/2006

B
Arkansas 2/8/2006

B
New Mexico 2/8/2006

B
California 2/8/2006

B
New York 2/8/2006

B
Colorado 2/8/2006

B
North Carolina 2/8/2006

B
Connecticut 2/8/2006

B
North Dakota 2/8/2006

B
Delaware 2/8/2006

B
Ohio 2/9/2006

B
District of Columbia 2/8/2006

B
Oklahoma 2/8/2006

B
Florida 2/8/2006

B
Oregon 2/8/2006

B
Georgia 2/8/2006

B
Pennsylvania 2/8/2006

B
Hawaii 2/8/2006

B
Puerto Rico 1/13/2014

B
Idaho 2/8/2006

B
Rhode Island 2/8/2006

B
Illinois 2/8/2006

B
South Carolina 2/8/2006

B
Indiana 2/8/2006

B
South Dakota 2/8/2006

B
Iowa 2/8/2006

B
Tennessee 2/8/2006

B
Kansas 2/8/2006

B
Texas 2/8/2006

B
Kentucky 2/8/2006

IA
Texas 7/13/2018

B
Louisiana 2/8/2006

B
Utah 2/8/2006

B
Maine 2/8/2006

B
Vermont 2/8/2006

B
Maryland 2/8/2006

B
Virgin Islands 1/5/2024

B
Massachusetts 1/13/2006

B
Virginia 2/8/2006

B
Michigan 2/8/2006

IA
Virginia 4/7/2023

B
Minnesota 2/8/2006

B
Washington 2/8/2006

B
Mississippi 2/8/2006

B
West Virginia 2/8/2006

B
Missouri 2/8/2006

B
Wisconsin 2/8/2006

B
Montana 2/8/2006

B
Wyoming 2/8/2006

B
Nebraska 2/8/2006

SRO Registrations

B
FINRA

B
New York Stock Exchange

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Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
245 SUMMER STREET, V2A, BOSTON, MA 02210
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
ONE DESTINY WAY, WESTLAKE, TX 76262
ROANOKE, TX
Registered with this firm since 1/1/2006

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/09/2012 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) WESTLAKE, TX
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.