BV
BV

Benjamin James Veglas

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
205 advisors
Number of Clients
9,865 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$15.0B

Fee Structure

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Location

55 West Street, Suite 201, Walpole, MA, 02081

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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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Employment History
Current Registrations
Summit Financial, LLC
July 2025 - Present · 7 mos
Previous Registrations
The Patriot Financial Group, LLC
February 2024 - July 2025 · 1 yr 5 mos
Fidelity Personal and Workplace Advisors
February 2023 - January 2024 · 11 mos
Fidelity Brokerage Services LLCBroker
March 2022 - January 2024 · 1 yr 10 mos
State Registrations1 state
RI
Advisor
Exams
No exam information available for this advisor.