Benjamin Thomas (CRD# 5493768) is an Investment Advisor Representative working at 4sight Advisors LLC in Nyack, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
4sight Advisors LLC | Nyack, NY | Nov 2023 - Current | < 1 |
Ascendlearning LLC | Leawood, KS | Jun 2020 - Current | 4 |
Mml Investors Services Inc. | Monroe, NY | Nov 2009 - Current | 14 |
Mass Mutual | Monroe, NY | Sep 2009 - Current | 14 |
Harrington Ed | Staatsburg, NY | Jan 2015 - Jul 2020 | 5 |
Alpine Access | Denver, CO | Apr 2014 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
S63 | Uniform Securities State Law Examination | Sep 2023 |
- NY
- TX
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts193ACCOUNTS
-
Average Account Value$41,426
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY, TX
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