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BF

Benjamin C. Forte

KICKSTAND WEALTH ADVISORS
PITTSFORD, NY 14534
Some features on this profile are disabled
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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Clayton Forte's CRS (Customer Relationship Summary).
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®
None

Experience

Current

June 26, 2026 - Present

KICKSTAND WEALTH ADVISORS

Office #1: 1250 Pittsford Victor Rd., Bldg. 200, Suite 290, Pittsford, NY 14534
RIA
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
IAR
Series 65
Date: 9/15/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/19/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/17/2021
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 12/3/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/10/2019
Securities Industry Essentials Examination

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)
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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)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KICKSTAND VENTURES ADV PART 2A 2/9/26 (2/9/2026)

Regulatory assets under management

Total Number of Accounts1,976
AUM (Assets Under Management)$ 633,474,215

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.

Company Information

KICKSTAND WEALTH ADVISORS

CRD#: 327022Pittsford, NY 14534

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