AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
BP

Benjamin Posen

California·CRD #2319219
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
29 yrs
States
1
Exams
3
Since
1997
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BP

Benjamin Powell

Massachusetts·CRD #2235095
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
34 yrs
States
3
Exams
8
Since
1992
Est. fee
AUM / Commission / Flat Fee
View profile
BP

Benjamin Pruitt Melton Jr

District Of Columbia·CRD #1509513
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
35 yrs
States
3
Exams
5
Since
1991
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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BP

Benjamin P Seaman

Massachusetts·CRD #7804978
IA Rep

Investment Adviser Rep at RIVERVIEW CAPITAL ADVISERS LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
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BP

Benjamin P Staines

Alabama·CRD #5530171
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
18 yrs
States
33
Exams
5
Since
2008
Est. fee
AUM / Commission / Flat Fee
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BP

Benjamin P Steed

California·CRD #5963536
Dual-registered

Dual-registered at IEQ CAPITAL, LLC

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Flat Fee
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BR

Benjamin Randal Steele

Alaska·CRD #5194335
Dual-registered

Dual-registered at THE ADVISORY RESOURCE GROUP, LLC

Experience
20 yrs
States
21
Exams
3
Since
2006
Est. fee
AUM
Minimum
$200k
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BR

Benjamin Raul Harris

District Of Columbia·CRD #7756382
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
2 yrs
States
3
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BR

Benjamin Reid Tegeler

Arizona·CRD #7443650
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
10
Exams
5
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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BR

Benjamin Reyes

Alabama·CRD #6849272
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
8 yrs
States
53
Exams
7
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
BR

Benjamin Reynolds

Alabama·CRD #7853752
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
1 yrs
States
53
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
BR

Benjamin Richard Hawker

Michigan·CRD #8157305
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
BR

Benjamin Richard Johnson

Washington·CRD #2537671
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BR

Benjamin Richard Lewis

Pennsylvania·CRD #7862384
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
BR

Benjamin Richard Thomas Seaman

Ohio·CRD #7974424
IA Rep

Investment Adviser Rep at ALPHASTAR CAPITAL MANAGEMENT

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
BR

Benjamin Richard Zacks

California·CRD #6444418
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
11 yrs
States
23
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
BR

Benjamin Riggs Packer

Illinois·CRD #6215576
IA Rep

Investment Adviser Rep at SEI INVESTMENTS MANAGEMENT CORP

Experience
13 yrs
States
2
Exams
1
Since
2013
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$25.0M
View profile
BR

Benjamin R Jordan

California·CRD #6980607
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
7 yrs
States
8
Exams
5
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
BR

Benjamin Robert Beasley

Colorado·CRD #8026900
IA Rep

Investment Adviser Rep at CREATIVEONE WEALTH, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BR

Benjamin Robert Burbedge

Florida·CRD #2740236
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
29 yrs
States
7
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BR

Benjamin Robert Cannon

Florida·CRD #6373834
IA Rep

Investment Adviser Rep at TILLMAN HARTLEY LLC

Experience
12 yrs
States
2
Exams
1
Since
2014
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
BR

Benjamin Robert Carlson

Arizona·CRD #4588060
Dual-registered

Dual-registered at ARETE WEALTH ADVISORS, LLC

Experience
24 yrs
States
17
Exams
5
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
BR

Benjamin Robert Hulstein

Iowa·CRD #4413585
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
25 yrs
States
4
Exams
5
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
BR

Benjamin Robert Kleck

Florida·CRD #7432038
IA Rep

Investment Adviser Rep at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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