Benjamin Englund, financial advisor Woodinville WA

Benjamin Englund

CRD Number: 7564425
Current Firm: Ceva Advisors

Benjamin Englund (CRD# 7564425) is an Investment Advisor Representative working at Ceva Advisors in Woodinville, WA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Ceva Capital LLC Redmond, WA Dec 2022 - Current 1
Aberdeen Capital LLC Redmond, WA Apr 2022 - Current 2
Nwam, Llc Dba Northwest Asset Management Mercer Island, WA May 2022 - Oct 2023 1
Ceva Advisors LLC Redmond, WA May 2022 - Dec 2022 < 1
Slc Management Redmond, WA Sep 2006 - Mar 2022 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2022
Contact Info for Benjamin S. Englund
Phone Number: 425 900-6001
Registered State(s):
  • OH
  • WA
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $1,166,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OH, WA

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