BC
BC

Benjamin Cummings

4 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
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
Financial Planning:Investment management only
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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 · 11 mos
Invesco Distributors, INC.Broker
March 2025 - Present · 11 mos
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
Exams
No exam information available for this advisor.
Benjamin Cummings - Financial Advisor | TrueAdvisor