Benjamin T. Huber
FIVE RIVERS FINANCIAL ADVISORS
North East, MD 21901
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CRD#: 7061951
Professional summary
Benjamin Tyler Huber, CFP® is a registered financial advisor currently at FIVE RIVERS FINANCIAL ADVISORS, LLC located in North East, Maryland.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Benjamin has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Tyler Huber'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®
Start date: 2018
Experience
Current
January 18, 2019 - Present
FIVE RIVERS FINANCIAL ADVISORS, LLC
Office #1: 3 South Mauldin Ave., North East, MD 21901RIA
CRD#: 120249
North East, 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
Delaware(1/18/2019)
IAR
Florida(3/14/2023)
IAR
Maryland(1/18/2019)
IAR
New Jersey(1/29/2019)
IAR
Pennsylvania(12/2/2022)
Exams
Current Firm
FR
FIVE RIVERS FINANCIAL ADVISORS, LLC
FIVE RIVERS FINANCIAL ADVISORS, LLC | RMH FINANCIAL SERVICES, INC | RMH FINANCIAL SERVICES
CRD#: 120249 / SEC#:
Delaware
Registered Investment Advisory firm - (6/30/2008 Approved)Florida
Registered Investment Advisory firm - (3/14/2023 Approved)Maryland
Registered Investment Advisory firm - (10/21/1999 Approved)New Jersey
Registered Investment Advisory firm - (10/3/2007 Approved)Pennsylvania
Registered Investment Advisory firm - (12/2/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3 South Mauldin Ave., North East, MD 21901
Mailing Address
Phone number
(410) 287-2155
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 205 |
| AUM (Assets Under Management) | $ 52,604,068 |
Red Flags
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