Benjamin H. Crowe

MARIETTA WEALTH MANAGEMENT

Marietta, GA 30060

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CRD#: 4641679

Professional summary

Benjamin Harrington Crowe, CFP®, who also goes by Benjamin H. Crowe, is a registered financial advisor currently at MARIETTA WEALTH MANAGEMENT, LLC located in Marietta, Georgia.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Benjamin has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Benjamin H. Crowe

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Ben H. Crowe C.P.A., LLC - not investment related - 472 N. Sessions Street, Marietta, GA - full service CPA firm - Managing Member - separate from investment adviser - started in January 2021 - spend 25% of time devoted to business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Harrington Crowe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

November 12, 2015 - Present

MARIETTA WEALTH MANAGEMENT, LLC

Office #1: 472 N. Sessions Street Unit #24, Marietta, GA 30060

RIA

CRD#: 281782

Marietta, GA

Past

February 21, 2012 - November 11, 2015

HENSSLER FINANCIAL

RIA

CRD#: 104545

KENNESAW, GA

Past

January 24, 2012 - November 11, 2015

ALPS DISTRIBUTORS, INC.

CRD#: 16853

KENNESAW, GA

Past

March 28, 2007 - December 9, 2010

CROWE ADVISORY SERVICES, INC.

RIA

CRD#: 142680

KENNESAW, GA

Past

March 5, 2003 - December 5, 2007

BARON FINANCIAL SERVICES INC

RIA

CRD#: 108549

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARIETTA WEALTH MANAGEMENT, LLC

LDM ADVISORY SERVICES, LLC | MARIETTA WEALTH MANAGEMENT, LLC

CRD#: 281782 / SEC#: 801-106784

RIA

Registered Investment Advisory firm - (10/15/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(11/12/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/6/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/11/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/23/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MARIETTA WEALTH MANAGEMENT, LLC

LDM ADVISORY SERVICES, LLC | MARIETTA WEALTH MANAGEMENT, LLC

CRD#: 281782 / SEC#: 801-106784

RIA

Registered Investment Advisory firm - (10/15/2015 Approved)

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Contact information

Main Address

472 N. Sessions Street Unit #24, Marietta, GA 30060

Mailing Address

Phone number

(404) 549-6930

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,390
AUM (Assets Under Management)	$ 974,375,088

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.

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Advisor Monitoring

Firm Stability Insights

Benjamin H. Crowe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Harrington Crowe's CRS (Customer Relationship Summary).

Certified licenses

Experience

HENSSLER FINANCIAL

ALPS DISTRIBUTORS, INC.

CROWE ADVISORY SERVICES, INC.

BARON FINANCIAL SERVICES INC

Primary Firm SEC Registration

MARIETTA WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/6/2012

SIE

Date: 11/11/2015

Series 6

Date: 1/23/2012

Current Firm

MARIETTA WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARIETTA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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