BC
BC

Benjamin Cummings

4 Years of Experience
Broker

Benjamin Cummings is a registered investment advisor at Invesco Advisers, INC., based in Atlanta, GA, with 4 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 61,236 clients with $760B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
210 advisors
Number of Clients
61,236 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$756.9B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Invesco Advisers manages investments for clients through various strategies, with fees ranging from 0.01% to 1.50% annually, depending on the specific investment strategy and the amount invested. These fees cover investment advisory services but do not include brokerage, custody, or other service provider fees. Fees are negotiable in certain cases. Invesco Advisers may also act as a sub-advisor and share fees with other registered investment advisors.

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Location

1331 Spring Street Nw, Suite 2500, Atlanta, GA, 30309

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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 Activities

Benjamin is a volunteer coach for a youth recreational baseball team with the Alpharetta Youth Baseball Association. He spends about 10-20% of his time on this activity.

Employment History
Current Registrations
Invesco Advisers, INC.
March 2025 - Present · 1 yr 1 mo
Invesco Distributors, INC.Broker
March 2025 - Present · 1 yr 1 mo
Previous Registrations
Morgan Stanley
October 2023 - March 2025 · 1 yr 5 mos
Morgan StanleyBroker
September 2023 - March 2025 · 1 yr 6 mos
Brighthouse Securities, LLCBroker
March 2021 - August 2023 · 2 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.