Founders Financial Alliance
47yrs
Top advisor by experience in Durham
2yrs
Benjamin Lowry has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Durham, North Carolina. Benjamin joined Strategic Advisers in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 496 advisors with offices in Durham, and one of 474 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office7011 Fayetteville Rd Suite 110, Durham, NC 27713
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 ?1 state
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
- Feb 2026 – nowStrategic Advisers LLCCurrent firm
Contact Benjamin
(617) 563-7000Firm headquarters in Boston, MA. Ask for Benjamin. 7011 Fayetteville Rd Suite 110Durham, NC 27713Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Benjamin
How do I contact Benjamin?
Call Strategic Advisers at (617) 563-7000 and ask for Benjamin Lowry. Benjamin works from the Durham, NC office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Benjamin hold?
Series 63, 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.
Other advisors nearby
Osaic Wealth
44yrs
Top 1% by experience in Durham
Verity Asset Management
44yrs
Top advisor by experience at Verity Asset Management
Scharl Advisory Services
43yrs
Top 1% by experience in Durham
Verity Asset Management
43yrs
Top 1% by experience in Durham
UBS Financial Services
42yrs
Top 1% by experience in Durham