Benjamin H. Dorsey

ANALOG CAPITAL PARTNERS LLC

Braddock Heights, MD

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CRD#: 6319833

Professional summary

Benjamin Henry Dorsey, CFP®, who also goes by Benjamin Henry Dorsey IV, is a registered financial advisor currently at ANALOG CAPITAL PARTNERS LLC located in Braddock Heights, Maryland.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Benjamin has worked at 4 firms and has passed the SIE exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Benjamin Henry Dorsey Iv

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.

I am a Senior Tax Manager at EagleStone Tax & Accounting Services which is a CPA firm. I receive no commissions from this business. I spend half of my working hours during the week in this role.\n\nI am the President of Strategic Tax Planning which is a CPA firm. I receive commissions from previously referred clients of the firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Henry Dorsey'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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

October 16, 2024 - Present

ANALOG CAPITAL PARTNERS LLC

RIA

CRD#: 309636

Braddock Heights, MD

Past

November 27, 2018 - April 1, 2019

INFINITY WEALTH PARTNERS, LLC

RIA

CRD#: 298097

COLUMBIA, MD

Past

November 30, 2015 - June 4, 2018

COURT PLACE ADVISORS LLC

RIA

CRD#: 108545

Ellicott City, MD

Past

April 3, 2014 - November 30, 2015

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

RIA

CRD#: 159388

COLUMBIA, MD

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
(10/16/2024)

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

General Industry/Product Exam

SIE

Date: 8/31/2021

Securities Industry Essentials Examination

Current Firm

ANALOG CAPITAL PARTNERS LLC

CRD#: 309636 / SEC#:

California

Registered Investment Advisory firm - (1/1/2022 Approved)

Colorado

Registered Investment Advisory firm - (6/24/2024 Approved)

Florida

Registered Investment Advisory firm - (6/27/2024 Approved)

Louisiana

Registered Investment Advisory firm - (2/21/2025 Approved)

Maryland

Registered Investment Advisory firm - (10/16/2024 Approved)

Texas

Registered Investment Advisory firm - (7/8/2020 Approved)

Virginia

Registered Investment Advisory firm - (3/3/2022 Approved)

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Contact information

Main Address

12 Greenway Plaza Suite 1115, Houston, TX 77046

Mailing Address

Phone number

(713) 929-2553

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	433
AUM (Assets Under Management)	$ 55,484,588

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 H. Dorsey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Henry Dorsey's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANALOG CAPITAL PARTNERS LLC

INFINITY WEALTH PARTNERS, LLC

COURT PLACE ADVISORS LLC

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

SIE

Date: 8/31/2021

Current Firm

ANALOG CAPITAL PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ANALOG CAPITAL PARTNERS LLC

TRUST BUT VERIFY

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