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Benjamin Ward Hulburt

Investment Adviser Representative at AE Wealth Management, LLC

State College, PACRD #7867501Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Benjamin Ward Hulburt is an investment adviser representative with AE Wealth Management, LLC in State College, PA, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Encompass MORE Asset Management LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Pennsylvania.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/9/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

AE Wealth Management, LLCCurrent
5/14/2025 – State College, PA
Encompass MORE Asset Management LLC
2/6/2024 – 5/15/2025Monroeville, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Encompass More Asset Management LLC
    Jan 2024 – May 2025Danville, CA
  2. Eclipse Resources Corporation
    Jan 2011 – Mar 2018State College, PA
  3. Alto Financial Group, LLC
    Oct 2020 – no end date reportedState College, PA
  4. Unemployed
    Mar 2018 – Nov 2020State College, PA
  5. AE Wealth Management, LLC
    May 2025 – no end date reportedTopeka, KS
  6. AFG II LLC
    Jan 2022 – no end date reportedState College, PA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About AE Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$10,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
454
Offices listed on AdvisorFinder:
26
Main office:
Topeka, KS
SEC file number:
801-107319

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 13, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin Ward Hulburt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Benjamin Ward Hulburt (AE Wealth Management) | AdvisorFinder