BH
Benjamin W. Hulburt
AE WEALTH MANAGEMENT
State College, PA 16801
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CRD#: 7867501
BH
Professional summary
Benjamin Ward Hulburt, who also goes by Benjamin Hulbert, Benjamin Hulburt, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in State College, Pennsylvania.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Benjamin has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Benjamin Hulbert | Benjamin Hulburt
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) Alto Financial Group, LLC; Yes Investment Related; 4099 William Penn Hwy, Suite 401, Monroeville, PA 15146; Life Insurance, Annuities & Long Term Care; Managing Partner; 10/2020; 140hrs/Mo; 130hrs/Mo during Securities Trading Hours. 2) AFG II LLC; Yes Investment Related; 4099 William Penn Hwy, Suite 401, Monroeville, PA 15146; Life Insurance, Annuities & Long Term Care; Managing Partner; 01/2022; 140hrs/Mo; 130hrs/Mo during Securities Trading Hours. 3) The Hulburt Family Limited Partnership; Not Investment Related; 2059 Zion Road, Bellefonte, PA 16823; Family Trust Partnership; Managing Partner; 4/30/2001; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Passive private equity investments for Hulburt family assets. 4) AMARK, LLC; Not Investment Related; 4099 William Penn Hwy, Suite 410, Monroeville, PA 15146; Digital Marketing Company; Managing Partner; 4/2021; 10hrs/Mo; 10hrs/Mo during Securities Trading Hours. 5) Alto University, LLC; Not Investment Related; 4099 William Penn Hwy, Suite 401, Monroeville, PA 15146; Online education company for financial services; Managing Partner; 4/2021; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours. 6) Alto Capital, LLC; Not Investment Related; 4099 William Penn Hwy, Suite 401, Monroeville, PA 15146; Commercial financing consulting & brokering; Managing Partner; 1/2021; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours. 7) Elevare Debt Solutions, LLC; Not Investment Related; 4099 William Penn Hwy, Suite 401, Monroeville, PA 15146; Consumer debt settlement; Managing Partner; 5hrs/Mo; 0hrs/Mo during Securities Trading Hours. 8) Council of Financial Educators (COFE); Not Investment Related; 360 Central Ave, Suite 800, St. Petersburg, FL 33701; Non profit organization providing financial education; Instructor; 1/2022; 0hrs/Mo; 0hrs/Mo during during Securities Trading Hours. 9) EncoreEstate Plans: Not Investment Related: 113 Cherry St, PO 60414, Seattle WA 98104; Online estate planning service; Vendor; 5hrs/Mo; 5hrs/Mo during Securities Trading Hours; Subscription based vendor providing online estate planning service.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Ward Hulburt'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
May 14, 2025 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 250 East Beaver Ave Ste 768, State College, PA 16801RIA
CRD#: 282580
State College, PA
Past
February 6, 2024 - May 15, 2025
ENCOMPASS MORE ASSET MANAGEMENT LLC
RIA
CRD#: 322382
Monroeville, PA
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".
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 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
Pennsylvania(5/14/2025)
Current Firm
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
Phone number
(866) 363-9595
Established
Firm type
Fiscal year end
# of Employees
602
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AE WEALTH MANAGEMENT, LLC
CRD#: 282580State College, PA 16801TRUST BUT VERIFY
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