BO
CFP
BO
CFP

Benjamin Samuel Offit

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
2,933 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

11300 West Olympic Blvd, Suite 800, Los Angeles, CA, 90064

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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 agent at Offit Financial, Inc., focusing on insurance planning and risk management, dedicating a few hours per week. He is also a principal at Offit Advisory Services, LLC, a tax/accounting/CPA firm, spending about 10% of his time owning and managing the business.

Employment History
Current Registrations
Composition Wealth, LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Kestra Advisory Services, LLC
November 2018 - October 2024 · 5 yrs 11 mos
Kestra Investment Services, LLCBroker
November 2018 - October 2024 · 5 yrs 11 mos
Kestra Advisory Services, LLC
April 2016 - November 2018 · 2 yrs 7 mos
Kestra Investment Services, LLCBroker
March 2016 - November 2018 · 2 yrs 8 mos
NFP Advisor Services, LLC
March 2016 - September 2016 · 6 mos
Northwestern Mutual Investment Services,llc
January 2012 - March 2016 · 4 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
September 2009 - March 2016 · 6 yrs 6 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.
Benjamin Samuel Offit - Financial Advisor | TrueAdvisor