Ben A. Clymer
Professional summary
Ben A Clymer, CFP®, who also goes by Ben Andrew Clymer, is a registered financial advisor currently at ABBEY STREET located in Eden Prairie, Minnesota.
Ben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Ben has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ben A Clymer's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
October 16, 2019 - Present
ABBEY STREET
Office #1: 11095 Viking Drive Suite 410, Eden Prairie, MN 55344May 13, 2016 - April 2, 2020
KESTRA ADVISORY SERVICES, LLC
May 13, 2016 - April 2, 2020
KESTRA INVESTMENT SERVICES, LLC
May 28, 2014 - May 17, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 12, 2014 - May 17, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
ABBEY STREET
CRD#: 305107 / SEC#: 801-117454
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/16/2019)
Exams
Current Firm
ABBEY STREET
CRD#: 305107 / SEC#: 801-117454
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 748 |
| AUM (Assets Under Management) | $ 315,133,609 |
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.