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Benjamin A. Doty

CRAVENS & COMPANY WEALTH MANAGEMENT
Cookeville, TN 38501
Some features on this profile are disabled
CRD#: 5983229
BD

Professional summary


Benjamin Arda Doty is a registered financial advisor currently at CRAVENS & COMPANY WEALTH MANAGEMENT located in Cookeville, Tennessee.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Benjamin has worked at 3 firms and has passed the Series 66, 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 Arda Doty'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®
None

Experience


Current

May 20, 2026 - Present

CRAVENS & COMPANY WEALTH MANAGEMENT

Office #1: 1080 Interstate Drive, Cookeville, TN 38501
RIA
CRD#: 130071
Cookeville, TN
Past

May 13, 2025 - April 17, 2026

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
TAMPA, FL
Past

May 6, 2025 - April 17, 2026

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
TAMPA, FL
Past

October 25, 2011 - December 31, 2024

VALMARK SECURITIES, INC.

BD
CRD#: 31243
GAINESVILLE, FL

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".
C&
CRAVENS & COMPANY WEALTH MANAGEMENT
CRAVENS & COMPANY ADVISORS, LLC | CRAVENS & COMPANY WEALTH MANAGEMENT

CRD#: 130071 / SEC#: 801-112875

RIA
Registered Investment Advisory firm - (4/19/2018 Approved)
Georgia
Registered Investment Advisory firm - (4/24/2018 Terminated)
Tennessee
Registered Investment Advisory firm - (4/25/2018 Terminated)
Texas
Registered Investment Advisory firm - (4/24/2018 Terminated)

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
Tennessee
(5/20/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/18/2011
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


C&
CRAVENS & COMPANY WEALTH MANAGEMENT
CRAVENS & COMPANY ADVISORS, LLC | CRAVENS & COMPANY WEALTH MANAGEMENT

CRD#: 130071 / SEC#: 801-112875

RIA
Registered Investment Advisory firm - (4/19/2018 Approved)
Georgia
Registered Investment Advisory firm - (4/24/2018 Terminated)
Tennessee
Registered Investment Advisory firm - (4/25/2018 Terminated)
Texas
Registered Investment Advisory firm - (4/24/2018 Terminated)
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Contact information


Main Address
1080 Interstate Drive, Cookeville, TN 38501
Mailing Address
Phone number
(931) 528-6865
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (3 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/28/2025)

Regulatory assets under management


Total Number of Accounts542
AUM (Assets Under Management)$ 248,355,878

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


CRAVENS & COMPANY WEALTH MANAGEMENT

CRD#: 130071Cookeville, TN 38501

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