Benjamin J. Whisler
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Benjamin John Whisler, who also goes by B.j. Whisler, was a registered financial professional .
Benjamin is a previously registered financial professional and started their career in finance in 2016. Benjamin had worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 29, 2019 - November 11, 2019
TRILLIUM SQUARE ADVISORS LLC
December 14, 2016 - November 14, 2018
BULL CITY ADVISORS, LLC
State Registrations and Notice Filings
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Exams
Current Firm
TRILLIUM SQUARE ADVISORS LLC
CRD#: 296487 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 54 |
| AUM (Assets Under Management) | $ 27,169,262 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
