BE
CFP
BE
CFP

Benjamin Eichman

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
14,528 clients
Average Client Portfolio
$140K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
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Location

6666 Passer Road, Suite 4, Coopersburg, PA, 18036

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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 works as a financial advisor and investment advisor representative for Oaktree Advisors, spending about 10-20% of his time on these activities. He also holds a Pennsylvania insurance license for life, fixed annuities, and variable life/variable annuities.

Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
February 2025 - Present · 1 yr
Oaktree Advisors LLC
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2015 - February 2025 · 9 yrs 5 mos
J.P. Morgan Securities LLCBroker
September 2014 - August 2015 · 11 mos
State Registrations2 states
MEPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.