Benjamin Coffaro (CRD# 6521763) is an Investment Advisor Representative working at Mariner Wealth in Cincinnati, OH and has over 8 years of experience in the finance industry. Benjamin Coffaro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Wealth Advisors | Cincinnati, OH | May 2018 - Current | 6 |
| Putnam Retail Management | Andover, MA | Jun 2015 - May 2018 | 2 |
| Unemployed | Cleves, OH | May 2015 - Jun 2015 | < 1 |
| Kimball Dining Hall | Worcester, MA | Feb 2015 - May 2015 | < 1 |
| College Of The Holy Cross | Worcester, MA | Sep 2011 - May 2015 | 3 |
| Keurig Green Mountain | Burlington, MA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
| S63 | Uniform Securities State Law Examination | Aug 2015 |
- OH
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Total Assets Under Management81,107MILLIONS
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Total Number of Accounts132,567ACCOUNTS
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Average Account Value$611,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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