Benjamin Claffee (CRD# 7699419) is an Investment Advisor Representative working at Equitable Advisors, LLC in Columbia, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Feb 2023 - Current | 1 |
| Sunglass Hut | Melbourne, FL | Nov 2022 - Jan 2023 | < 1 |
| Florida Institute Of Technology | Melbourne, FL | Aug 2021 - Dec 2022 | 1 |
| Baytree National Golf Links | Melbourne, FL | Jun 2022 - Oct 2022 | < 1 |
| Geo-technology Associates | Abingdon, MD | May 2021 - Aug 2021 | < 1 |
| St. Mary's College Of Maryland | St Mary's City, MD | Aug 2017 - May 2021 | 3 |
| Howard County Conservancy | Woodstock, MD | May 2020 - Aug 2020 | < 1 |
| Rock Lacrosse Club | Brooklandville, MD | May 2018 - Aug 2020 | 2 |
| Hillendale Country Club | Phoenix, MD | May 2017 - Aug 2017 | < 1 |
| Fallston High School | Fallston, MD | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- GA
- ME
- MD
- NJ
- NC
- OH
- PA
- SC
- VA
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Total Assets Under Management29,776MILLIONS
-
Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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