BH
BH

Benjamin Austin Harding

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness OwnersMedical Professionals
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
3,698 clients
Average Client Portfolio
$867K average
Assets Under Management
$3.2B

Fee Structure

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Location

60 Mall Road, Suite 102, Burlington, MA, 01803

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Benjamin is an insurance broker appointed with various insurance carriers and operates under the DBA name of Harding Financial and Insurance, selling New York Life products and brokering non-registered insurance products. He also serves as a board member for Maine Huts & Trails and is the Chair for the Practice Management Committee of Top of the Table division of MDRT.

Employment History
Current Registrations
Diversify Advisory Services, LLC
October 2025 - Present · 4 mos
Dfpg Investments, LLCBroker
October 2025 - Present · 4 mos
Previous Registrations
Eagle Strategies LLC
April 2007 - November 2025 · 18 yrs 7 mos
Nylife Securities LLCBroker
September 2002 - November 2025 · 23 yrs 2 mos
State Registrations19 states
AZCACODCFLILMAMEMNNHNMNYORPARISCTNTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.