Benjamin P. Ramsey

Marlborough, MA

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CRD#: 6168299

Professional summary

Benjamin Paul Ramsey, CFP®, who also goes by Benjamin Ramsey, was a registered financial advisor .

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Benjamin had worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Benjamin Ramsey

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)

The CRS(Customer Relationship Summary) document is not provided.

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: 2021

Experience

Current

July 13, 2026 - Present

Marlborough, MA

Past

May 25, 2022 - August 6, 2025

CRESTWOOD ADVISORS

RIA

CRD#: 286243

BOSTON, MA

Past

September 21, 2016 - November 16, 2021

BALANCED ROCK INVESTMENT ADVISORS

RIA

CRD#: 157424

ROSLINDALE, MA

Past

October 7, 2013 - December 19, 2013

DAVINCI CAPITAL MANAGEMENT, INC.

RIA

CRD#: 46897

CAMBRIDGE, MA

Past

April 1, 2013 - December 19, 2013

DAVINCI CAPITAL MANAGEMENT, INC.

CRD#: 46897

CAMBRIDGE, MA

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

Massachusetts
(7/13/2026)

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

Series 63

Date: 4/6/2013

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/26/2012

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 3/30/2013

General Securities Representative Examination

Current firm

No current employment

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.

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Benjamin P. Ramsey

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CRESTWOOD ADVISORS

BALANCED ROCK INVESTMENT ADVISORS

DAVINCI CAPITAL MANAGEMENT, INC.

DAVINCI CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/6/2013

Series 65

Date: 1/26/2012

Series 7

Date: 3/30/2013

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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