Benjamin S. Offit

COMPOSITION WEALTH

Columbia, MD 21046

Some features on this profile are disabled

CRD#: 5701198

Professional summary

Benjamin Samuel Offit, CFP® is a registered financial advisor currently at COMPOSITION WEALTH, LLC located in Columbia, Maryland.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Benjamin has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.

Business Name: Offit Financial, Inc.; Investment Related: No; Address: 6990 Columbia Gateway Drive, Suite 150, COLUMBIA MD, 21046; Nature of Business: Insurance Planning and Risk Management; Position, Title or Relationship: Insurance Agent; Start Date: 3/2/2016; Hours per month: 10; Hours per month during trading hours: 0-10; Duties: Help clients with insurance planning and risk management. Business Name: Offit Advisory Services, LLC Investment Related: No Address: 6990 Columbia Gateway Drive, Suite 150, COLUMBIA MD 21046 Nature of Business: Tax/Accounting/CPA Position, Title or Relationship: Principal Start Date: 10/3/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: owning and managing the business. Hiring accountants to serve the clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Samuel Offit'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: 2014

Experience

Current

September 30, 2024 - Present

COMPOSITION WEALTH, LLC

Office #1: 6990 Columbia Gateway Drive Suite 150, Columbia, MD 21046

RIA

CRD#: 143483

Columbia, MD

Past

November 16, 2018 - October 3, 2024

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Columbia, MD

Past

November 16, 2018 - October 3, 2024

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Baltimore, MD

Past

April 18, 2016 - November 16, 2018

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

BALTIMORE, MD

Past

March 2, 2016 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

PIKESVILLE, MD

Past

March 2, 2016 - November 16, 2018

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

PIKESVILLE, MD

Past

January 24, 2012 - March 4, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

BALTIMORE, MD

Past

September 14, 2009 - March 4, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

BALTIMORE, MD

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".

COMPOSITION WEALTH, LLC

COMPOSITION WEALTH, LLC | MIRACLE MILE ADVISORS, LLC | MIRACLE MILE ADVISORS, INC.

CRD#: 143483 / SEC#: 801-74711

RIA

Registered Investment Advisory firm - (3/22/2012 Approved)

California

Registered Investment Advisory firm - (4/11/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Maryland
(9/30/2024)

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

IAR

Series 65

Date: 1/22/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/26/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/26/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/11/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COMPOSITION WEALTH, LLC

COMPOSITION WEALTH, LLC | MIRACLE MILE ADVISORS, LLC | MIRACLE MILE ADVISORS, INC.

CRD#: 143483 / SEC#: 801-74711

RIA

Registered Investment Advisory firm - (3/22/2012 Approved)

California

Registered Investment Advisory firm - (4/11/2012 Terminated)

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

11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064

Mailing Address

Phone number

(310) 246-1243

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 - WRAP FEE PROGRAM BROCHURE (10/27/2025)

FORM ADV PART 2A (10/27/2025)

Regulatory assets under management

Total Number of Accounts	8,671
AUM (Assets Under Management)	$ 6,714,187,844

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

Brian Mckinney

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Gary Williams

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Lawrence Leitch

LPL FINANCIAL LLC

IAR

TOWSON, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Benjamin S. Offit

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Samuel Offit's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

COMPOSITION WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/22/2012

Series 63

Date: 9/26/2009

SIE

Date: 10/1/2018

Series 7

Date: 10/26/2015

Series 6

Date: 9/11/2009

Current Firm

COMPOSITION WEALTH, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COMPOSITION WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors