Morgan Stanley
47yrs
Top advisor by experience in New York
8yrs
Benjamin Beiser
Financial advisor at Strategic Advisers
Benjamin Beiser is a fiduciary financial advisor in New York, New York, with 8 years in the industry. Benjamin joined Strategic Advisers in 2025, after three years at Fidelity Personal and Workplace Advisors and less than a year at Alliancebernstein. 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 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?More experience than 51% of advisors at Strategic Advisers
Office330 Park Ave S, New York, NY 10010
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Oct 2021 – Feb 2022Alliancebernstein L.P.Previously
- 2018 – 2021Edward JonesPreviously
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- 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 Beiser. Benjamin works from the New York, NY office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2018, about 8 years. More experience than 51% of advisors at Strategic Advisers.
What licenses does Benjamin hold?
Series 66. 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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