Benjamin T. Nordin
Professional summary
Benjamin Taylor Bjelland Nordin, who also goes by Benjamin T B Nordin, Benjamin Taylor Nordin, Benjamin Nordin, is a registered financial advisor currently at PTMA INVESTMENT ADVISORS located in Naperville, Illinois.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Benjamin has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Taylor Bjelland Nordin's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 23, 2022 - Present
PTMA INVESTMENT ADVISORS
Office #1: 2135 Citygate Lane 7th Floor, Naperville, IL 60563June 23, 2022 - December 31, 2024
PMA SECURITIES, LLC
August 19, 2019 - June 17, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 12, 2019 - June 17, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 15, 2016 - January 29, 2019
EMERSON EQUITY LLC
Primary Firm SEC Registration
PTMA INVESTMENT ADVISORS
CRD#: 301973 / SEC#: 801-115313
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/28/2022)
(6/23/2022)
Exams
Current Firm
PTMA INVESTMENT ADVISORS
CRD#: 301973 / SEC#: 801-115313
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 504 |
| AUM (Assets Under Management) | $ 27,791,353,702 |
Red Flags
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