Benjamin A. Kusner
Professional summary
Benjamin Aaron Kusner, who also goes by Ben A Kusner, Benjamin A Kusner, Benjamin Aaron Kusner, is a registered financial advisor currently at KMG FIDUCIARY PARTNERS, LLC located in Miami Beach, Florida.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Benjamin has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Aaron Kusner's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 22, 2020 - Present
KMG FIDUCIARY PARTNERS, LLC
Office #2: 401 S. Old Woodward Suite 300, Birmingham, MI 48009November 5, 2010 - January 21, 2020
MORGAN STANLEY
November 5, 2010 - January 21, 2020
MORGAN STANLEY
February 9, 2007 - November 11, 2010
UBS FINANCIAL SERVICES INC.
February 9, 2007 - November 11, 2010
UBS FINANCIAL SERVICES INC.
May 21, 2003 - February 9, 2007
KEYBANC CAPITAL MARKETS INC.
October 8, 1999 - February 9, 2007
KEYBANC CAPITAL MARKETS INC.
Primary Firm SEC Registration
KMG FIDUCIARY PARTNERS, LLC
CRD#: 298331 / SEC#: 801-113981
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2025)
(1/22/2020)
Exams
Current Firm
KMG FIDUCIARY PARTNERS, LLC
CRD#: 298331 / SEC#: 801-113981
Contact information
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,849 |
| AUM (Assets Under Management) | $ 1,598,774,979 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
