Benjamin Paul Greenman
Professional Summary
Benjamin Paul Greenman is a registered financial advisor currently at CORE WEALTH ADVISORS, INC. located in Lakeland, Florida. Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Benjamin has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
3 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
CORE WEALTH ADVISORS, INC.
Contact Information
Main Address
124 South Florida Avenue 4th Floor, Lakeland, FL 33801Phone Number
(863) 904-4745# of Employees
13SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,288AUM (Assets Under Management)
$702,121,920Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CORE WEALTH ADVISORS, INC.
State Registrations and Notice Filings
(10/31/2023)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Paul Greenman's CRS (Customer Relationship Summary).
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