Benjamin Tomczak (CRD# 6412847) is an Investment Advisor Representative working at Prudential Financial Planning Services in Glastonbury, CT and has over 9 years of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | Tolland, CT | Oct 2014 - Current | 9 |
| Prudential Insurance Company Of America | Tolland, CT | Oct 2014 - Current | 9 |
| Unemployed | South Windsor, CT | Jun 2014 - Oct 2014 | < 1 |
| New Balance | South Windsor, CT | Sep 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2014 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
- CT
-
Total Assets Under Management14,029MILLIONS
-
Total Number of Accounts106,737ACCOUNTS
-
Average Account Value$131,438
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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