Benjamin M. Scellick

CLEARBROOK INVESTMENT MANAGEMENT

Bellingham, WA

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CRD#: 4834074

Professional summary

Benjamin Micah Scellick, who also goes by Ben Micah Scellick, is a registered financial advisor currently at CLEARBROOK INVESTMENT MANAGEMENT, LLC located in Bellingham, Washington.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Benjamin has worked at 4 firms and has passed the Series 63, Series 65, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ben Micah Scellick

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.

FINANCE & RESOURCES MANAGEMENT CONSULTANTS, INC., MANAGEMENT TEAM, SINCE 2014, 821 CHUCKANUT DRIVE, BELLINGHAM, WA 98229, STUDY GROUP FOR FACILITATION, AND BUSINESS CONSULTING, DEVOTED TIME IS ABOUT 120 HRS A MONTH, NON-INVESTMENT RELATED. Independent Insurance Agent with various agencies, investment related, selling insurance products, spend <1 hour per month, since July 2009. Hillcrest Chapel Treasurer, 20020 non-investment related, devoted time is about 5 hours per month. Study Groups Captive LLC, Owner, since 2017, non-investment related, devoted time is about 5 hours per month, marketing and services for captive insurance companies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Micah Scellick's 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®

None

Experience

Current

December 2, 2014 - Present

CLEARBROOK INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 170057

Bellingham, WA

Past

January 27, 2012 - December 31, 2013

CENTAURUS FINANCIAL, INC.

CRD#: 30833

BELLINGHAM, WA

Past

July 19, 2006 - January 30, 2012

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

BELLINGHAM, WA

Past

August 6, 2004 - June 9, 2014

LUDEMAN CAPITAL MANAGEMENT, INC.

RIA

CRD#: 116071

BELLINGHAM, WA

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

Washington
(12/2/2014)

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: 8/18/2006

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/4/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 7/18/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/19/2012

General Securities Principal Examination

Current Firm

CLEARBROOK INVESTMENT MANAGEMENT, LLC

CLEARBROOK INVESTMENT MANAGEMENT, LLC | INTEGRIS CAPITAL, LLC | EVERGREEN INVESTMENT MANAGEMENT, LLC

CRD#: 170057 / SEC#:

Texas

Registered Investment Advisory firm - (10/29/2022 Conditional Restricted)

Washington

Registered Investment Advisory firm - (5/15/2014 Approved)

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Contact information

Main Address

Bellingham, WA

Mailing Address

Phone number

(909) 353-3712

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	168
AUM (Assets Under Management)	$ 20,902,065

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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Benjamin M. Scellick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Micah Scellick's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEARBROOK INVESTMENT MANAGEMENT, LLC

CENTAURUS FINANCIAL, INC.

PACIFIC WEST SECURITIES, INC.

LUDEMAN CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/18/2006

Series 65

Date: 8/4/2004

Series 7

Date: 7/18/2006

Series 24

Date: 4/19/2012

Current Firm

CLEARBROOK INVESTMENT MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLEARBROOK INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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