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BH

Benjamin B. Hathaway

HATHAWAY ADVISORY
ARLINGTON, MA 02476
CRD#: 8107813
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BH
Benjamin B H HathawayHATHAWAY ADVISORY

Professional summary


Benjamin B H Hathaway is a registered financial advisor currently at HATHAWAY ADVISORY located in Arlington, Massachusetts.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Benjamin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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 B H Hathaway'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®
None

Experience


Current

October 14, 2025 - Present

HATHAWAY ADVISORY

Office #1: 1167 Massachusetts Ave, Arlington, MA 02476
RIA
CRD#: 337833
ARLINGTON, MA

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
Maryland
(11/19/2025)
IAR
Massachusetts
(10/14/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/4/2025
Uniform Investment Adviser Law Examination

Current Firm


HA
HATHAWAY ADVISORY
HATHAWAY & CO., LLC | HATHAWAY ADVISORY

CRD#: 337833 / SEC#:

Maryland
Registered Investment Advisory firm - (11/19/2025 Approved)
Massachusetts
Registered Investment Advisory firm - (10/14/2025 Approved)
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Contact information


Main Address
1167 Massachusetts Ave, Arlington, MA 02476
Mailing Address
Phone number
(617) 203-6127
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HATHAWAY ADVISORY

CRD#: 337833Arlington, MA 02476

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