BF
Benjamin C. Forte
KICKSTAND WEALTH ADVISORS
PITTSFORD, NY 14534
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CRD#: 7197231
BF
Benjamin Clayton ForteKICKSTAND WEALTH ADVISORS
Professional summary
Benjamin Clayton Forte, who also goes by Ben Forte, is a registered financial advisor currently at KICKSTAND WEALTH ADVISORS located in Pittsford, New York.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Benjamin has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
At a Glance
Always Fiduciary
Aliases
Ben Forte
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.
(1) Name: Residential Rental Property Position: Owner Nature: Residential rental property for investment income. Communicating with tenants, maintaining property (landscaping, plumbing repairs, etc), and administrative tasks. Investment Related: Yes Hours: 15 Securities Trading Hours: 0Start Date: 11/23/2020 Address: Home Address, East Rochester NY 14445, United States Description: Ownership and maintenance of a residential rental property. (2) TRINITY COMMUNION CHURCH POSITION: Trustee NATURE: As a religious organization (a church), Trinity Communion Church holds Sunday church services and faith based programs and events. The church has a number of trustees as required by law. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2023 ADDRESS: 759 Winona Blvd, Rochester NY 14617, United States DESCRIPTION: As trustee, I will be giving input to organizational decisions and reviewing the church budget (no financial control). (3) ESTATE PLANNING COUNCIL OF ROCHESTER POSITION: Board Member NATURE: This is a professional organization focused on: 1. Collaborative Networking: Engage with professionals from complementary industries, enabling you to broaden your knowledge base, build strategic partnerships, and enhance your service offerings. 2. Professional Development: Access ongoing education and training through seminars, workshops, and conferences designed to keep you at the forefront of estate planning trends and best practices. 3. Thought Leadership: Contribute to and benefit from thought leadership in estate planning, positioning yourself as a specialist in the field. There are no products offered, just educational presentations and networking events. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2025 ADDRESS: Not Disclosed (No Address), Rochester NY 14614, United States DESCRIPTION: As a board member, I would be responsible for contributing to decisions such as taking in new members, overseeing communications to the public, and collaborating with other board members to find ways to provide education and value to members of the council.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Clayton Forte'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®
NoneExperience
Current
June 26, 2026 - Present
KICKSTAND WEALTH ADVISORS
Office #1: 1250 Pittsford Victor Rd., Bldg. 200, Suite 290, Pittsford, NY 14534RIA
CRD#: 327022
PITTSFORD, NY
Past
June 9, 2023 - June 17, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
ROCHESTER, NY
Past
June 9, 2023 - June 17, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
ROCHESTER, NY
Past
September 15, 2021 - May 30, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
ROCHESTER, NY
Past
February 19, 2020 - May 19, 2023
ESL INVESTMENT SERVICES, LLC
BD
CRD#: 139176
ROCHESTER, NY
Past
December 3, 2019 - May 30, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
ROCHESTER, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KW
KICKSTAND WEALTH ADVISORS
KICKSTAND VENTURES, LLC | KICKSTAND WEALTH ADVISORS
CRD#: 327022 / SEC#: 801-128193
RIA
Registered Investment Advisory firm - (6/16/2023 Approved)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
New York(6/26/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/17/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 12/3/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
KW
KICKSTAND WEALTH ADVISORS
KICKSTAND VENTURES, LLC | KICKSTAND WEALTH ADVISORS
CRD#: 327022 / SEC#: 801-128193
RIA
Registered Investment Advisory firm - (6/16/2023 Approved)Loading...
Contact information
Main Address
1250 Pittsford Victor Rd., Bldg. 200, Suite 290, Pittsford, NY 14534
Mailing Address
Phone number
(585) 382-8600
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,976 |
| AUM (Assets Under Management) | $ 633,474,215 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KICKSTAND WEALTH ADVISORS
CRD#: 327022Pittsford, NY 14534TRUST BUT VERIFY
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