LPL Financial
47yrs
Top advisor by experience in Winter Park
29yrs
Benjamin Strait
Financial advisor at Strategic Advisers
Based in Winter Park, Florida, Benjamin Strait is a fiduciary financial advisor with 29 years of industry experience. Benjamin has been with Strategic Advisers since 2025; before that, Benjamin spent seven years at Fidelity Personal and Workplace Advisors and 14 years at Charles Schwab &. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 496 advisors with offices in Winter Park, and one of 453 fiduciaries.
At a glance
Experience29 years (since 1998)
How that compares ?Top 4% by experience at Strategic Advisers
Office900 North Orlando Ave, Winter Park, FL 32789
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- May 2017 – Jul 2018Strategic Advisers LLCPreviously
- 2003 – 2017Charles Schwab & CO., Inc.Previously
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Benjamin
How do I contact Benjamin?
Call Strategic Advisers at 617-563-7000 and ask for Benjamin Strait. Benjamin works from the Winter Park, FL office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 1998, about 29 years. Top 4% by experience at Strategic Advisers.
What licenses does Benjamin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Benjamin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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