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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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BS

Ben J. Strubel

STRUBEL INVESTMENT MANAGEMENT
Lancaster, PA 17601
Some features on this profile are disabled
CRD#: 5708480
BS

Professional summary

Ben Joel Strubel is a registered financial advisor currently at STRUBEL INVESTMENT MANAGEMENT, LLC located in Lancaster, Pennsylvania.

Ben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Ben has worked at 1 firm and has passed the Series 65 exam.

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 Ben Joel Strubel'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

October 16, 2009 - Present

STRUBEL INVESTMENT MANAGEMENT, LLC

Office #1: 1853 William Penn Way Executive Offices Suite 1, Lancaster, PA 17601
RIA
CRD#: 151455
Lancaster, 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.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(10/16/2009)
IAR
Texas
(10/13/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/22/2009
Uniform Investment Adviser Law Examination

Current Firm

SI
STRUBEL INVESTMENT MANAGEMENT, LLC
STRUBEL INVESTMENT MANAGEMENT, LLC

CRD#: 151455 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (10/15/2009 Approved)
Texas
Registered Investment Advisory firm - (10/13/2021 Conditional Restricted)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1853 William Penn Way Executive Offices Suite 1, Lancaster, PA 17601
Mailing Address
Phone number
(717) 293-1170
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts224
AUM (Assets Under Management)$ 55,182,000

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.

Company Information

STRUBEL INVESTMENT MANAGEMENT, LLC

CRD#: 151455Lancaster, PA 17601

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