Benjamin J Weaver
CFP®Professional Summary
Benjamin J Weaver, CFP®, who also goes by Ben Weaver, Benjamin Joseph Weaver, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Brooklyn, New York and FIDELITY BROKERAGE SERVICES LLC located in New York, New York. Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Benjamin has worked at 5 firms and has passed the Series 66, Series 52TO, SIE,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate Planning
- Long-term Care
- Inheritance
- Investment Planning
- Comprehensive Financial Planning
- Retirement Planning
Biography
People come to Fidelity for the brand, client focus, and ease of building relationships. People work with myself for my experience, passion for wealth planning, dedication to personalized guidance and integrity. I obtain personal fulfillment by building long term relationships, seeing clients work to meet their personal financial goals and working with a firm whose values align with my own.
Other Aliases
Ben Weaver, Benjamin Joseph Weaver
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures on record.
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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Credentials
Years of Experience
21 years registered in the securities industry
Current & Past Employments
Current
Past
Education
DePaul University
Finance, Master of Science (MS)
Finance, Master of Science (MS)
2011
DePaul University
Behavioral Finance, Master of Business Administration (MBA)
Behavioral Finance, Master of Business Administration (MBA)
2010
University of Dayton
Finance, Bachelor of Science (BS)
Finance, Bachelor of Science (BS)
2005
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Current Firm
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
Contact Information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698Phone Number
(617) 563-7000# of Employees
17,112SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,973,512AUM (Assets Under Management)
$1,370,125,325,211Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2026 | Cover Page | Report |
| 09/24/2025 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
State Registrations and Notice Filings
(1/8/2016)
(12/14/2012)
(1/3/2020)
(2/12/2021)
(12/1/2010)
(1/3/2020)
(1/8/2016)
(8/3/2009)
(3/31/2025)
(8/21/2017)
(1/5/2018)
(4/23/2020)
(8/21/2017)
(4/23/2020)
(8/8/2020)
(9/8/2015)
(9/8/2015)
(3/31/2025)
(12/17/2012)
(4/24/2020)
(2/12/2021)
(1/2/2015)
(1/8/2026)
(1/2/2015)
(6/26/2012)
(3/31/2025)
(9/18/2020)
(1/4/2019)
(1/2/2015)
(12/1/2010)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Benjamin J Weaver's CRS (Customer Relationship Summary).
Services Offered by Benjamin
- Estate Planning
- Long-term Care
- Inheritance
- Investment Planning
- Comprehensive Financial Planning
- Retirement Planning
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