BS
BS

Benjamin Graham Stille

19 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
2,579 clients
Average Client Portfolio
$101K average
Assets Under Management
$259.8M

Fee Structure

Minimum Investment:None
Minimum Annual Fee:$1,000
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Location

61 Maple Avenue, Canton, CT, 06019

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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 independent insurance agent at BGS Financial Services, LLC since 2008, offering insurance products from various companies. This takes about 10-20% of his time, including 2 hours per day during securities trading hours.

Employment History
Current Registrations
Fiscal Wisdom Wealth Management LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Mccloskey & Associates, P.A.
April 2018 - April 2022 · 4 yrs
Cjs Financial Advisers / Cjsf Advisers
November 2014 - March 2018 · 3 yrs 4 mos
Davenport Wealth Management LLC
January 2014 - October 2014 · 9 mos
Cambridge Investment Research Advisors, INC.
January 2008 - December 2013 · 5 yrs 11 mos
MML Investors Services, INC.
August 2006 - December 2007 · 1 yr 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Benjamin Graham Stille - Financial Advisor | TrueAdvisor