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Benjamin Matthew Trigsted

TRIGSTED WEALTH ADVISORY
TAMPA, FL
·CRD# 8249978·1 year experience

Professional Summary

Benjamin Matthew Trigsted is a registered financial advisor currently at TRIGSTED WEALTH ADVISORY located in Tampa, Florida. Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Benjamin has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

TRIGSTED WEALTH ADVISORY·CRD# 342083
RIA
Tampa, FL
July 14, 2026 - Present

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Current Firm

TW
TRIGSTED WEALTH ADVISORY

TRIGSTED WEALTH ADVISORY | TRIGSTED WEALTH ADVISORY LLC

CRD#: 342083
Florida
Registered Investment Advisory firm - Florida (7/14/2026 Approved)

Contact Information

Main Address

Tampa, FL

Phone Number

(208) 750-6164

# of Employees

1

Documents

Latest Form ADV
0

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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.

Name of business: TRC Advisory Investment-related? No Address: 103 E. Ogden Ave., Clarendon Hills, Illinois, 60514; although my position is remote, and I work from home Nature of business: Management consulting firm providing strategy and operational advisory services Position/title: Senior Associate Relationship: Employee Start date: 09/2023 Hours/month: ~160 Hours during trading hours: ~130 Duties: Provide consulting services including financial analysis, strategy development, and operational improvement initiatives for corporate clients. This role is not investment-related and does not involve securities recommendations or financial advisory services.

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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.
IAR
Florida
(7/14/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2026About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Matthew Trigsted's CRS (Customer Relationship Summary).

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