Benjamin Chuckrow
Benjamin Chuckrow is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Saratoga Springs, NY, with 41 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
18 Division Street, Suite 209 & 211A, Saratoga Springs, NY, 12866
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Benjamin owns rental property in Sarasota Springs, NY with his spouse since 2002. He spends minimal time on this activity.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
Painewebber IncorporatedBroker
Oppenheimer & CO., INC.Broker
Nathan & Lewis Securities, INC.Broker
The Dreyfus Service CorporationBroker
State Registrations15 states
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