Benjamin Hoffmann (CRD# 6202125) is an Investment Advisor Representative working at Marcum Wealth, LLC in Philadelphia, PA and has over 2 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Marcum Wealth LLC | Philadelphia, PA | Jun 2021 - Current | 2 |
Sei | Oaks, PA | Jul 2016 - Jun 2021 | 4 |
Penn State University | State College, PA | Jun 2011 - May 2016 | 4 |
Bny Mellon | King Of Prussia, PA | May 2015 - Aug 2015 | < 1 |
Phfg | Horsham, PA | May 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- NJ
- NY
- OH
- TX
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Total Assets Under Management2,576MILLIONS
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Total Number of Accounts6,904ACCOUNTS
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Average Account Value$373,173
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA
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