Benjamin Huston, financial advisor Atlanta GA
93 score

Benjamin Huston

CRD Number: 5302695
Current Firm: Strategic Advisers, Inc.

Benjamin Huston (CRD# 5302695) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Atlanta, GA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Atlanta, GA Mar 2011 - Current 5
Wells Investment Securities, Inc. Norcross, GA Jan 2011 - Feb 2011 < 1
Wells Capital, Inc. Norcross, GA Oct 2009 - Feb 2011 1
Unemployed Atlanta, GA May 2009 - Oct 2009 < 1
Morgan Keegan & Company, Inc. Atlanta, GA Jan 2009 - May 2009 < 1
Morgan Keegan And Company, Inc. Jacksonville, FL Apr 2008 - Jan 2009 < 1
North Coast Securities Corporation Jacksonville, FL Mar 2007 - Apr 2008 1
National Park Service Atlanta, GA May 2005 - Apr 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S65 NASAA Investment Advisors Law Examination Sep 2008
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Benjamin C. Huston
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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