Benjamin R. Chambers

ELEVATION WEALTH LLC

Aston, PA

Some features on this profile are disabled

CRD#: 5079991

Professional summary

Benjamin Reid Chambers, CFP® is a registered financial advisor currently at ELEVATION WEALTH LLC located in Aston, Pennsylvania and PURSHE KAPLAN STERLING INVESTMENTS located in Aston, Pennsylvania.

Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Benjamin has worked at 5 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Reid Chambers'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

June 16, 2020 - Present

ELEVATION WEALTH LLC

RIA

CRD#: 309256

Aston, PA

Current

September 5, 2020 - Present

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Aston, PA

Past

June 22, 2015 - June 12, 2020

TRINITY FINANCIAL PARTNERS II, LLC

RIA

CRD#: 124397

BERWYN, PA

Past

June 12, 2015 - June 1, 2020

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

BERWYN, PA

Past

April 12, 2006 - June 16, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WAYNE, PA

Past

March 15, 2006 - June 16, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WAYNE, PA

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(9/5/2020)

Florida
(9/4/2025)

Illinois
(9/5/2020)

Maryland
(9/5/2020)

New Jersey
(9/5/2020)

IAR

Pennsylvania
(6/16/2020)

Pennsylvania
(9/5/2020)

IAR

Texas
(4/14/2022)

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

State Security Law Exam

IAR

Series 66

Date: 4/11/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/14/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ELEVATION WEALTH LLC

CRD#: 309256 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (6/16/2020 Approved)

Texas

Registered Investment Advisory firm - (4/4/2022 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Aston, PA

Mailing Address

1167 W. Baltimore Pike Suite 261, Media, PA 19063

Phone number

(484) 441-0390

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Benjamin R. Chambers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Reid Chambers's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELEVATION WEALTH LLC

PURSHE KAPLAN STERLING INVESTMENTS

TRINITY FINANCIAL PARTNERS II, LLC

KESTRA INVESTMENT SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 4/11/2006

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 3/14/2006

FINRA

Current Firm

ELEVATION WEALTH LLC

Contact information

Documents

Red Flags

Company Information

ELEVATION WEALTH LLC

TRUST BUT VERIFY

Similar Advisors