Benjamin S. Englund
Professional summary
Benjamin Stuart Englund, who also goes by Ben Englund, is a registered financial advisor currently at CEVA ADVISORS located in Woodinville, Washington.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Benjamin has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Stuart Englund's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 22, 2023 - Present
CEVA ADVISORS
June 3, 2022 - October 4, 2023
NORTHWEST ASSET MANAGEMENT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/8/2024)
(6/22/2023)
Current Firm
CEVA ADVISORS
CRD#: 323561 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 53 |
| AUM (Assets Under Management) | $ 37,000,000 |
Red Flags
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